Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
3380 Trickum Rd Building 1200, Woodstock, GA 30188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 01/2018 | 12/2018 |
| The Back Porch Oyster Bar | Dahlonega | GA | 08/2014 | 10/2017 |
| Ups Supply Chain Solutions | Alpharetta | GA | 01/2019 | 05/2019 |
| Timewise Financial Llc | Woodstock | GA | 06/2019 | Present |
| Avantax Investment Services, Inc. | Woodstock | GA | 06/2019 | 09/2025 |
| Avantax Advisory Services | Woodstock | GA | 04/2020 | 09/2025 |
| Avantax Insurance Agency, Llc | Woodstock | GA | 08/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Woodstock | GA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) TIMEWISE FINANCIAL, LLC POSITION: Employee NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/03/2019 ADDRESS: 3380 Trickum Road, Building 1200-200, Woodstock GA 30188, United States DESCRIPTION: Aid in fielding questions/concerns. Evaluate accuracy of applicable tax forms.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-12 |
Reach out to this advisor