Best Investors
Account
Sign in
34 Millbranch Rd. Suite 100A, Hattiesburg, MS 39402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-06-17 |
Branch Locations
501 Krebs Ave Suite C, Pascagoula, MS 39567 • United States
34 Millbranch Rd. Suite 100A, Hattiesburg, MS 39402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hancock/Whitney Bank | Ocean Springs | MS | 05/2010 | 02/2022 |
| Hancock/Whitney Investment Services, Inc. | Ocean Springs | MS | 07/2017 | 03/2022 |
| Icom Advisors, Llc | Covington | LA | 02/2022 | 06/2026 |
| Trueline Wealth Group, Llc | Hattiesburg | MS | 06/2026 | Present |
1. MAHOGANY HEIGHTS, LLC; NOT INVESTMENT RELATED; 1909 WATERS EDGE DRIVE, GAUTIER, MS 39553; HANDBAGS AND ACCESSORIES SALES & MANUFACTURING; PRESIDENT/ OWNER 5%; BOOKKEEPING AND DESIGN; COMPENSATION - $0; ROUGHLY 2 HRS WEEK OUTSIDE OF SECURITIES TRADING HOURS. 2. INVESTMENT RELATED, INDEPENDENT LICENSED INSURANCE AGENT; INVESTMENT RELATED; STATE OF MISSISSIPPI; START: 01/2012; LIFE, ACCIDENT AND HEALTH 3. FLAGSHIP EMBROIDERY, LLC; NOT INVESTMENT- RELATED; PASCAGOULA, MS; OWNER; EMBROIDERY SERVICES; START: 01/2025; DUTIES: BUSINESS MANAGEMENT; ROUGHLY 2 HRS A WEEK OUTSIDE OF SECURITY TRADING HOURS. 4. FDR CONSULTING ; OWNER/MANAGING MEMBER; BUSINESS CONSULTING SERVICES; START DATE: 02/2022. LESS THAN 10 % OF TIME SPENT DURING SECURITIES TRADING HOURS; BUSINESS CONSULTING SERVICES; COMPENSATION FOR CONSULTING SERVICES PASSES THROUGH FDR, BENEFITS, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-17 |
Reach out to this advisor