Best Investors
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Account
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5605 Glenridge Drive Suite 300, Atlanta, GA 30342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-01-10 |
Branch Locations
5605 Glenridge Drive Suite 300, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 09/2022 | 12/2022 |
| Cambridge Investment Research Inc. | Fairfield | IA | 10/2022 | 12/2022 |
| Novogradac & Company Llp | San Francisco | CA | 09/2005 | 12/2022 |
| Longview Wealth Management | Atlanta | GA | 01/2023 | Present |
| M. S. Howells & Co. | Scottsdale | AZ | 01/2023 | Present |
1) SEPT 2022; DURDEN TAX & ADVISORY SERVICES, LLC, CUMMING, GA; NON INVESTMENT RELATED; TAX PREPARATION AND CONSULTING PRACTICE FOR INDIVIDUALS; OWNER; DEVOTE 50 HRS/MONTH DURING NON MARKET HOURS. 2) JAN 2023; LONGVIEW WEALTH MANAGEMENT, ATLANTA, GA; INVESTMENT RELATED; RIA; ADVISOR; INVESTMENT PORTFOLIO MANAGEMENT; DEVOTE 160 HRS/MONTH, 130 HRS/MONTH DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-26 |
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