Best Investors
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Account
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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Boston | MA | 10/2004 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 10/2009 | 03/2019 |
| City National Bank | Boston | MA | 03/2019 | 10/2022 |
| Rbc Capital Markets, Llc | Boston | MA | 03/2019 | 10/2022 |
| Td Bank N.A. | Andover | MA | 10/2022 | 01/2025 |
| Td Private Client Wealth Llc | Andover | MA | 10/2022 | 01/2025 |
| First Citizens Investor Services | Raleigh | NC | 01/2025 | Present |
| First Citizens Bank | Boston | MA | 01/2025 | Present |
Andover Soccer Association Non-Investment related PO BOX 1014 Andover MA 01810 Sports Organization President 1-2022 7 hrs/month, 2 during trading hours Strategic leadership and vision of soccer activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-19 |
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