Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-12-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Loganville | GA | 01/2018 | 12/2024 |
| Wells Fargo Bank Na | Loganville | GA | 02/2013 | 12/2024 |
| Truist Investment Services, Inc | Decatur | GA | 12/2024 | Present |
| Truist Advisory Services, Inc | Decatur | GA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-12 |
Reach out to this advisor