Best Investors
Account
Sign in
Best Investors
Account
Sign in
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-07-24 |
Branch Locations
350 Leavell Cir., Montgomery, AL 36117 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
350 Leavell Circle, Montgomery, AL 36117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invista Advisors | Montgomery | AL | 05/2023 | Present |
| Invista Advisors | Montgomery | AL | 09/2024 | Present |
| The Collegiate Hotel | Auburn | AL | 08/2021 | 04/2024 |
| Drive Zone Auto Sales | Montgomery | AL | 05/2021 | 08/2021 |
| Coffee Floral Outlet | Montgomery | AL | 03/2020 | 08/2020 |
| The Depot | Auburn | AL | 09/2019 | 03/2020 |
| Newtopia | Montgomery | AL | 06/2018 | 08/2018 |
| School | Montgomery | AL | 08/2006 | 06/2019 |
| Auburn Univeristy | Auburn | AL | 08/2019 | 05/2024 |
| Waverly Advisors, Llc | Birmingham | AL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-20 |
Reach out to this advisor