Best Investors
Account
Sign in
72096 Ramos Avenue Suite D, Covington, LA 70433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-12 |
| NC | RA | APPROVED | 2024-05-28 |
| TX | RA | APPROVED | 2024-05-28 |
Branch Locations
Chapel Hill, NC • United States
3301 Buckeye Road Buckeye Plaza, Suite 402, Atlanta, GA 30341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Atlanta | GA | 08/1997 | 09/2019 |
| Benedetti, Gucer & Associates | Atlanta | GA | 09/2019 | 06/2024 |
| Purshe Kaplan Serling Investments | Albany | NY | 11/2020 | 12/2022 |
| Beam Wealth Advisors, Inc. (F/K/A Benedetti, Gucer & Associates) | Atlanta | GA | 05/2024 | Present |
(1.) NAME OF OBA: JUNIPER SIXTH; ADDRESS OF OBA: 825 JUNIPER STREET, NE, ATLANTA, GA, 30308; NATURE: REAL ESTATE; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; DUTIES: MEMBER; START DATE: 08/2001; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: FIXED INSURANCE; ADDRESS OF OBA: 3301 BUCKEYE ROAD, SUITE 402, ATLANTA, GA 30341; NATURE: FIXED/TRADITIONAL INSURANCE; INVESTMENT RELATED: YES; TITLE WITH OBA: AGENT; DUTIES: SALES OF FIXED/TRADITIONAL INSURANCE; START DATE: 11/2020; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 5; (3.) NAME OF OBA: RXC ENTERPRISES LLC; ADDRESS OF OBA: 3301 BUCKEYE ROAD STE 402 ATLANTA GA 30341; NATURE: PAYROLL AND OFFICE EXPENSES BUSINESS HOLDINGS LLC; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; DUTIES: PAY OFFICE EXPENSES AND RUN PAYROLL; START DATE: 10/2003; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; (4.) NAME OF OBA: BETTIE BRAND MOTHERS' EMPOWERMENT FUND; ADDRESS OF OBA: 1165 CHURCHILL DOWNS ROAD, ATLANTA, GA 30319; NATURE: NON-PROFIT; INVESTMENT RELATED: YES; TITLE WITH OBA: TREASURER DUTIES: TREASURER; START DATE: 01/2023; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 (5.) NAME OF OBA: CMHW LLC; ADDRESS OF OBA: 13138 ASHFORD PARK DRIVE, RALEIGH, NC 27613; NATURE: RENTAL INCOME; INVESTMENT RELATED: YES; RELATIONSHIP WITH OBA: OWNER DUTIES: ASSIST MANAGING RENTAL PROPERTY; START DATE: 09/13/2023; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-09-26 |
Reach out to this advisor