Best Investors
Account
Sign in
Charlotte, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Charlotte | NC | 08/2007 | 06/2024 |
| Iqvestment, Llc | Charlotte | NC | 07/2025 | Present |
| Fusioniq | Woburn | MA | 10/2024 | 07/2025 |
| Unemployed | Charlotte | NC | 07/2024 | 10/2024 |
FusionIQ LLC. FinTech firm that provides back and middle office services to Financial companies including RIAs, Broker-Dealers, Banks, etc. This is investment related. 11823 Nester Place, Charlotte, NC, USA, 28273. No official position with Fusion IQ, but may provide support services from time to time. Start date 10/2024. Approximately 4 hours per day, all during securities trading hours. Assisting with client servicing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-27 |
Reach out to this advisor