Best Investors
Account
Sign in
Best Investors
Account
Sign in
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Raleigh | NC | 09/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 11/2016 | 04/2020 |
| First Horizon Advisors | Raleigh | NC | 04/2020 | 07/2022 |
| Infinex Investments, Inc | Meriden | CT | 07/2022 | Present |
| Southern Bank And Trust | Clinton | NC | 07/2022 | Present |
1.) 4/13/20 Compensated from investment-related sales of insurance and annuities through firm and its affiliated entities FTB Advisors Insurance Services, Inc. and First Horizon Insurance Services, Inc. Located at CRD Branch. 2.) Southern Bank. Yes, investment related. Started Jan 2024. Financial Advisor Referral Program. 1% increase in grid payout if meet referral goal. Refer business to Southern Bank partners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-30 |
Reach out to this advisor