Best Investors
Account
Sign in
Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2018-01-02 |
| PA | RA | APPROVED | 2017-03-30 |
Branch Locations
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Lewes, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Captrust Financial Advisors | Raleigh | NC | 03/2017 | Present |
| Wescott Financial Advisory Group Llc | Philadelphia | PA | 01/2001 | 03/2017 |
Name: Goldey-Beacom College; Investment-Related: No Address: 4701 Limestone Rd, Wilmington, DE; Nature: School; Position/Title: Board Member; Start: 7/1/2024; Hours/Month: 1; Hours during Market Hours: .5; Duties: Strategic planning for the college.
Reach out to this advisor