Best Investors
Account
Sign in
Best Investors
Account
Sign in
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-03 |
Branch Locations
6208 Garners Ferry Rd. Suite A, Columbia, SC 29209 • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
124 Verdae Blvd, Suite 403, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services | Merrimack | NH | 08/2000 | Present |
| Strategic Advisors, Inc | Merrimack | NH | 10/2003 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | 11/2025 |
| Capital City Financial Partners | Greenville | SC | 11/2025 | Present |
| Integrated Advisors Network, Llc | Dallas | TX | 11/2025 | Present |
Capital City Financial Partners, Investment related, Financial Advisor, 11/2025, 40 hours, DBA, 124 Verdae Blvd, Suite 403 Greenville, SC 29607, hours and duties in line with financial advisory business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-27 |
Reach out to this advisor