Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-02 |
| SC | RA | APPROVED | 2021-02-17 |
Branch Locations
2 W Washington St Ste 800, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Greenville | SC | 01/2015 | 02/2021 |
| Truist Investment Services, Inc. | Asheville | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
BOYS & GIRLS CLUB OF THE UPSTATE POSITION: Treasurer NATURE: Provides after school programming for elementary, middle and high school students. Programs focus on academics, character & leadership, health & life skills and the arts. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2016 ADDRESS: 901 S Pine St, Spartanburg SC 29601 TEACH FOR AMERICA SOUTH CAROLINA POSITION: Board Member NATURE: Recruits and places recent college grads into low income public schools in SC. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2020 ADDRESS: 635 Rutledge Avenue, Suite 201, Charleston SC 29403 DESCRIPTION: Attend board meetings. Meet with local educators as an ambassador for the program, and provide community leadership to raise the profile of the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-14 |
Reach out to this advisor