Best Investors
Account
Sign in
Best Investors
Account
Sign in
Nashville, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-23 |
| TN | RA | APPROVED | 2025-12-23 |
| TX | RA | APPROVED_RES | 2021-06-28 |
| GA | RA | APPROVED | 2020-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bond Coffee Company | Nashville | TN | 02/2013 | Present |
| Envision Wealth Planning | Brentwood | TN | 06/2016 | 04/2017 |
| Self-Employed | Nashville | TN | 10/2015 | Present |
Co-Owner and Manager of Bond Coffee Company, a reseller of coffee beans located at 700 12th Ave. South, Unit 805 Nashville, TN. 37203. This business is not investment-related. Business was founded in 02/2013. Approximate number of hours worked a month are 15, essentially none of which are during trading hours. Duties include ordering beans once a month and maintaining the company's books. Self-employed as a consultant at 700 12th Ave. South, Unit 805, Nashville, TN, 37203. This business is not investment-related. Business was founded in 09/2015. Approximate number of hours worked a month are 100. Duties include writing business plans, valuing businesses, creating Excel spreadsheets for business owners, and other business-related consulting services. These duties are subrogated to his duties at Oasis Wealth Planning Advisors.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-09-26 |
Reach out to this advisor