Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-12-02 |
| TX | RA | APPROVED | 2024-11-20 |
Branch Locations
372 Mirror Lake Blvd, Villa Rica, GA 30180 • United States
610 Thornton Road, Lithia Springs, GA 30122 • United States
3296 Hwy 5, Douglasville, GA 30135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Rome | GA | 11/2016 | 12/2019 |
| Wells Fargo Bank Na | Rome | GA | 08/2015 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kennesaw | GA | 01/2020 | 11/2024 |
| Bank Of America, N.A. | Kennesaw | GA | 01/2020 | 11/2024 |
| J.P. Morgan Securities Llc | Douglasville | GA | 11/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Douglasville | GA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-17 |
Reach out to this advisor