Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-10 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
2325 Lakeview Parkway Suite 175, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2024 | Present |
| North Fulton Physical Therapy And Sports Medicine | Roswell | GA | 08/2015 | 03/2019 |
| Erw Physical Therapy | Evans | GA | 04/2019 | 11/2023 |
| Concurrent Investment Advisors D/B/A Lumature Wealth Partners | Alpharetta | GA | 12/2023 | Present |
| Concurrent Investment Advisors, Llc | Alpharetta | GA | 07/2024 | Present |
1) Concurrent Investment Advisors d/b/a Lumature Wealth Partners. Investment Related. At Registered Location. RIA. Admin. 2/16/2024. Hrs/month 160 all during trading hours. Administrative. 2) JMR LLC. Not Investment Related. 1331 Reynolds St Augusta, GA 30901. Real Estate. Owner. 6/1/2019. Hrs/month 1 with 0 during trading hours. Passive Owner. 3) JMR2018, LLC. Not Investment Related. 1331 Reynolds St Augusta, GA 30901. Real Estate. Founding Partner. Start Date: 2018/12/17. Hrs/month 0 with 0 during trading hours. Percentage of yearly compensation - 2.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-14 |
Reach out to this advisor