Best Investors
Account
Sign in
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-04 |
Branch Locations
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2009-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boardwalk Capital Management, Inc. | Atlanta | GA | 04/2009 | Present |
| Kingswood Wealth Advisors | Atlanta | GA | 07/2026 | Present |
Boardwalk Planning Strategies,Is Not Investment Related,"1275 E Rock Springs Rd, , Atlanta, GA, 30306, United States",Subadvisor for Boardwalk Capital,Managing Member,1/1/2010,0 hours per month,0 hours per month during trading hours,Commission Compensation,"Boardwalk Planning exists for tax purposes. it allows me to make distributions from an LLC vs. Distributing W2 income from Boardwalk Capitals, no other duties." DBA Boardwalk Capital Management,Is Not Investment Related,"1275 E Rock Springs Rd, , Atlanta, GA, 30306, United States",Wealth Management Advisory,Founder & President,4/1/2009,120 hours per month,104 hours per month during trading hours,Commission Compensation,Wealth & Investment Management for HNW families & small institutions Overlay Capital,Is Not Investment Related,"3000 Northwinds PKWY, , Alpharetta, GA, 30009, United States",Private Equity,Director/Shareholder,6/1/2022,40 hours per month,40 hours per month during trading hours,Commission Compensation,Investment Committee Member-Discuss and approve venture capital investments help get funds onto custody platforms
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-10 |
Reach out to this advisor