Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-16 |
| AL | RA | APPROVED | 2025-05-09 |
| SC | RA | APPROVED | 2023-09-29 |
| NC | RA | APPROVED | 2022-01-06 |
| GA | RA | APPROVED | 2021-04-27 |
Branch Locations
2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carat Usa | Atlanta | GA | 10/2011 | 05/2017 |
| Mutual Of Omaha Investor Services | Duluth | GA | 05/2017 | 08/2018 |
| Mutual Of Omaha Insurance Company | Duluth | GA | 05/2017 | 08/2018 |
| Guardian Life Insurance Co Of America | Charlotte | NC | 08/2018 | 02/2019 |
| Park Avenue Securities | Charlotte | NC | 09/2018 | 02/2019 |
| Guardian Life Insurance | Atlanta | GA | 04/2019 | 04/2021 |
| Park Avenue Securities | Atlanta | GA | 04/2019 | 04/2021 |
| Valic Financial Advisors, Inc. | Atlanta | GA | 04/2021 | Present |
| Agia | Houston | TX | 12/2022 | Present |
AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products SHORT TERM RENTAL PROPERTY POSITION: Partner NATURE: Purchasing a residential home to be used as a short-term rental property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2026 ADDRESS: 980 Vista View Pl, Cleveland GA 30528, United States DESCRIPTION: Partnership with my spouse in ordinary operations of running a short term rental property. Assistance with guest communications, bookings, upkeep of property, recordkeeping, pricing, and maintenance of the premises.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 2017-07-31 |
Reach out to this advisor