Best Investors
Account
Sign in
Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2006-06-26 |
| NC | RA | APPROVED | 2006-06-20 |
Branch Locations
5600 Glenridge Dr. Suite 600 East, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davis Agency | Atlanta | CA | 01/1978 | Present |
| Peachtree Planning Advisors, Inc. | Atlanta | GA | 01/1999 | Present |
| Peachtree Planning Corporation | Atlanta | GA | 08/1995 | Present |
| Guardian Life Insurance | Atlanta | GA | 07/2016 | Present |
| Park Avenue Securities | Atlanta | GA | 07/2016 | Present |
1. Multi Life Disability Advising, Start: 08/01/2017, Address: 1710 Inverness Avenue Atlanta, GA 30306, 5 bus hrs per month, Not investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-06 |
Reach out to this advisor