Best Investors
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Best Investors
Account
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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-14 |
Branch Locations
20 N. Clark Street, Suite 2825, Chicago, IL 60602 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2018 | 10/2020 |
| Touchpoint Support Services | Hinsdale | IL | 06/2017 | 05/2018 |
| Sodexo | Glendale Heights | IL | 02/2014 | 06/2017 |
| Cetera Investment Services Llc | St Cloud | MN | 10/2020 | 03/2022 |
| First Community Bank And Trust | Beecher | IL | 10/2020 | 03/2022 |
| Cetera Investment Advisers Llc | Beecher | IL | 10/2020 | 03/2022 |
| Commonwealth Financial Networks | Waltham | MA | 03/2022 | 04/2024 |
| Blueprint Wealth Advisors, Llc | Chicago | IL | 03/2022 | 04/2024 |
| Blueprint Wealth Advisors, Llc | Chicago | IL | 04/2024 | 11/2025 |
| Commonwealth Financial Networks | Waltham | MA | 04/2024 | 11/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2025 | Present |
| Merit Financial Advisors | Alpharetta | GA | 11/2025 | Present |
1) Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 11/2025. 160 hrs/month; all during trading hours. Service clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 11/2025. 1 hrs/month all during trading hours. Sales of fixed / traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-13 |
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