Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-10-11 |
Branch Locations
919 East Main Street 8Th Floor, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Richmond | VA | 03/2021 | 08/2021 |
| Wells Fargo Bank, Na | Richmond | VA | 06/2000 | 08/2022 |
| Truist Advisory Services, Inc | Richmond | VA | 08/2022 | Present |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 06/2000 | 08/2022 |
CARITAS POSITION: Board Member NATURE: Caritas is the flagship 501c3 in central Virginia dedicated to people experiencing homelessness and or addiction. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/19/2023 ADDRESS: Richmond VA, United States DESCRIPTION: Board member.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-08-30 |
Reach out to this advisor