Best Investors
Account
Sign in
Best Investors
Account
Sign in
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-14 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
700 S Rosemary Avenue Suite 204, W. Palm Beach, FL 33401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Boca Raton | FL | 10/2012 | 02/2019 |
| Raymond James Financial Services, Inc. | West Palm Beach | FL | 02/2019 | 06/2021 |
| Raymond James Financial Services Advisors, Inc. | West Palm Beach | FL | 02/2019 | 06/2021 |
| Ad Private Wealth | West Palm Beach | FL | 02/2019 | 06/2021 |
| Advisory Services Network, Llc | Atlanta | GA | 06/2021 | Present |
Insurance agent for life insurance and variable insurance since 1994. Approximately 10 hours per month, 10 hours during trading hours. Investment related activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-26 |
Reach out to this advisor