Best Investors
Account
Sign in
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-28 |
| GA | RA | APPROVED | 2022-02-28 |
Branch Locations
1775 Parker Rd. Se Building C, Suite 210, Conyers, GA 30094 • United States
10000 Avalon Blvd Suite 760, Alpharetta, GA 30009 • United States
5 Concourse Parkway Suite 3000, Atlanta, GA 30328 • United States
3235 Satellite Blvd Building 400 Suite 300, Duluth, GA 30096 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
3550 George Busbee Parkway Suite 450, Kennesaw, GA 30144 • United States
320 West Lanier Ave Suite 200, Fayetteville, GA 30214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors Llc | Wheaton | IL | 02/2022 | Present |
| Hoffman Financial Group | Roswell | GA | 09/2018 | Present |
| Ksu | Kennesaw | GA | 06/2017 | 09/2018 |
| Cobb County School District Events Office | Kennesaw | GA | 01/2015 | 06/2017 |
Hoffman Financial Group, investment related, 10000 Avalon blvd suite 760 Alpharetta GA 30009, investment advisory, employee, 9/2018, approximately 55 hours/week, 32.5 hours/week. Duties include building out prospect portfolio reports, helping create and construct advisor plans, and money movement directives.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-11 |
Reach out to this advisor