Best Investors
Account
Sign in
1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-22 |
Branch Locations
100 Kimball Place, Suite 300, Alpharetta, GA 30009 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Group | Cumming | GA | 12/2014 | 12/2016 |
| Lincoln Financial Advisors Corporation | Cumming | GA | 12/2016 | 05/2024 |
| Lincoln Financial Distributors, Inc. | Fort Wayne | IN | 05/2024 | 07/2025 |
| Mma Securities, Llc | Cumming | GA | 07/2025 | Present |
| Marsh Mclennan Agency | Cumming | GA | 07/2025 | Present |
The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
Reach out to this advisor