Best Investors
Account
Sign in
Best Investors
Account
Sign in
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-22 |
| WI | RA | APPROVED | 2024-03-22 |
Branch Locations
4400 Calumet Avenue Suite 201, Manitowoc, WI 54220 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Access Investment Advisors Inc. | Manitowoc | WI | 02/1995 | 03/2024 |
| Merit Financial Group, Llc | Alpharetta | GA | 03/2024 | Present |
OBA: Lake Effect Ventures Manitowoc LLC; Non-Inv Related; 902 Jay St, Manitowoc, WI; Apartment Rental/Venue Space; Managing Member; 9/14/2021; 1 hr/month 0 hrs during trading hours; oversight of remodeling and preparation for rental of venue space.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-28 |
Reach out to this advisor