Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-11-21 |
| FL | RA | APPROVED | 2021-06-07 |
| GA | RA | APPROVED | 2003-01-13 |
| TX | RA | APPROVED_RES | 1995-01-28 |
Branch Locations
3560 Lenox Road Ne Suite 2800, Atlanta, GA 30326 • United States
Fernandina Beach, FL • United States
Big Sky, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Atlanta | GA | 11/2013 | Present |
Presbytery of Greater Atlanta; Atlanta, Georgia; Finance Committee, assist the Presbyterian Church in the challenges and opportunities in growing and maintaining a healthy organization of churches; Finance Committee; Start date: 9/11/2006
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1979-10-24 |
Reach out to this advisor