Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triangle Securities Wealth Management | Raleigh | NC | 06/2014 | 12/2023 |
| Csenge Advisory Group, Llc. | Clearwater | FL | 03/2024 | 04/2024 |
| C. Smith Construction | Raleigh | NC | 05/2023 | 03/2024 |
| Charles Schwab & Co., Inc. | Raleigh | NC | 08/2025 | Present |
| Charles Schwab Bank, Ssb | Raleigh | NC | 08/2025 | Present |
| Unemployed | Raleigh | NC | 04/2024 | 07/2025 |
1) Raleigh Kiwanis Foundation | Investment Related:No|P.O. Box 12|Nonprofit Charitable Organizations|Director|2024-01-01|Less than 20|0|Approval of grants to charitable organizations and oversight of the foundation's investment portfolio, which is managed by a third party
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-01 |
| S65 | Uniform Investment Adviser Law Examination | 2006-05-18 |
Reach out to this advisor