Best Investors
Account
Sign in
Best Investors
Account
Sign in
2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2026-01-02 |
Branch Locations
2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
3495 Piedmont Rd Bld 10 Ste 115, Atlanta, GA 30305 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Atlanta | GA | 10/2011 | 01/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2018 |
| Suntrust Investment Services, Inc | Atlanta | GA | 01/2018 | 11/2020 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 01/2018 | 11/2020 |
| Sowell Management | Atlanta | GA | 11/2020 | 12/2025 |
| Concorde Investment Services, Llc | Livonia | MI | 04/2022 | 01/2025 |
| Dai Securities Llc | Atlanta | GA | 01/2025 | Present |
| Dai Wealth Llc | Atlanta | GA | 01/2026 | Present |
1) Sowell Management. Investment related. Atlanta, GA. Investment Advisor Rep of RIA firm. Start date: November 2020. Part time during trading hours. 2) Paragon Wealth Counselors, Investment related, Atlanta, GA. President and Owner; DBA for securities related activities. 21-40 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-07 |
Reach out to this advisor