Best Investors
Account
Sign in
Best Investors
Account
Sign in
9212 Falls Of Neuse Rd., Suite 221, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Durham | NC | 03/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Durham | NC | 11/2016 | 09/2024 |
| Founders Financial Alliance, Llc | Sarasota | FL | 10/2024 | Present |
A BMORE CONSULTING LLC; NOT INV. RELATED; FORT MYERS, FL; 100% OWNERSHIP WITH SPOUSE; START 1/2011; 0 HRS PER MONTH; 0 HRS DURING TRADING; BUSINESS ANALYST - IT CONSULTING.; DIAMOND REALTY PARTNERS V, LLC; INV RELATED; CHAPEL HILL, NC; 5% OWNERSHIP; START 10/29/2020; 5 HOURS PER MONTH; ZERO HOURS DURING TRADING; HOLDS RENTAL PROPERTY.; TRUSTEE FOR DOMESTIC PARTNER, INV RELATED, SARASOTA, FL, START: 1/1/2025, 4 HOURS A MONTH, 0 HOURS DURING TRADING.; DIAMOND REALTY PARTNERS, LLC, NOT INV RELATED, SARASOTA, FL, MANAGER, START: 01/01/2025, 10 HOURS A MONTH, 0 HOURS DURING TRADING, PROPERTY MANAGEMENT FOR VACATION RENTALS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-23 |
Reach out to this advisor