Best Investors
Account
Sign in
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-04-30 |
| PA | RA | APPROVED | 2020-04-29 |
Branch Locations
406 Leo Drive, Beaver, PA 15009 • United States
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Wexford | PA | 10/2002 | 02/2018 |
| Td Ameritrade, Inc. | Wexford | PA | 02/2018 | 10/2019 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 10/2019 |
| Alight Financial Advisors | Charlotte | NC | 04/2020 | Present |
| Heartland Payment Systems | Edmund | OK | 10/2019 | 04/2020 |
Name of Business: Amazon.com, Inc. Is business investment related?: No Business Address: 179 McClaren Rd. Coraopolis, PA 15108 Nature of Business: Sorting, stowing, and loading packages onto Amazon trucks for local deliveries. Position: Warehouse FC Associate I Start date: 12/06/2025 Approximate Hours: 6-10 Duties: Sorting, stowing, and loading packages onto Amazon trucks for local deliveries.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-10 |
Reach out to this advisor