Best Investors
Account
Sign in
Best Investors
Account
Sign in
5 Dowd Cir Suite B, Pinehurst, NC 28374 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-20 |
| SC | RA | APPROVED | 2020-05-13 |
| NC | RA | APPROVED | 2020-05-07 |
| TX | RA | APPROVED | 2020-05-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 04/2010 | 03/2020 |
| Lpl Financial, Llc | Pinehurst | NC | 03/2020 | 05/2022 |
| Lpl Financial Llc | Pinehurst | NC | 03/2020 | 05/2020 |
| Course Management Investment Advisors, Llc | Pinehurst | NC | 05/2020 | Present |
| Fortress Private Ledger, Llc | Raleigh | NC | 05/2022 | Present |
1) May 2020-present: Investment Advisor with Course Management Investment Advisors; 40 hours/week; 30 hours during securities trading 2) Fixed insurance sales 3) Course Management Real Estate Partnership,, LLC ("CMREP"), 50% ownership, office building rental, 2 hours per week, 1 hour per week during trading hours, 4% of annual compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-14 |
Reach out to this advisor