Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 09/2011 | 07/2018 |
| Lpl Financial Llc | Tampa | FL | 05/2022 | 12/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 04/2024 | Present |
| Suncoast Cu | Tamps | FL | 07/2018 | 03/2024 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2018 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-31 |
Reach out to this advisor