Best Investors
Account
Sign in
Best Investors
Account
Sign in
1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-04-15 |
| TX | RA | APPROVED | 2024-04-12 |
Branch Locations
1688 White Circle Nw, Marietta, GA 30066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Specialty Concrete Solutions, Inc. | Forsyth | GA | 09/2007 | Present |
| Security First Asset Management | Dublin | OH | 04/2018 | 12/2023 |
| Madison Avenue Securities, Llc | San Diego | CA | 04/2018 | 12/2023 |
| Innovation Partners Llc | Charlotte | NC | 01/2024 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 01/2024 | 04/2024 |
| Impact Partnership Wealth, Llc | Marietta | GA | 04/2024 | Present |
| S.E.L.F. Wealth | Forsyth | GA | 12/2023 | Present |
1) S.E.L.F. WEALTH LLC; YES INVESTMENT RELATED; 203 CRESCENT DR. FORSYTH, GA 31029; FINANCIAL PLANNING, INVESTMENT ADVISING, INSURANCE PRODUCTS; OWNER, PRESIDENT; 12/2023; 160HRS/MO; 130HRS/MO DURING SECURITITES TRADING HOURS; MEETING WITH CLIENTS, CREATING FINANCIAL PLANS, IMPLEMENTING INVESTMENTS, BOOKKEEPING, CLIENT SERVICING, ETC. 2) SPECIALITY CONCRETE SOLUTIONS INC; NON INVESTMENT RELATED; FORSYTH GA; HUSBAND'S CONCRETE COMPANY; CFO; 09/2007; 1HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; MINIMALLY HELP WITH BOOK WORK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-20 |
Reach out to this advisor