Best Investors
Account
Sign in
Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2008-05-01 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Huntersville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 11/2007 | Present |
| Tiaa | Charlotte | NC | 11/2007 | Present |
RENTAL PROPERTY POSITION: property owner NATURE: Renting a single family home. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2006 ADDRESS: 6214 Round Hill Road, Charlotte NC 28211, United States DESCRIPTION: turned over responsibilities to management company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-05 |
Reach out to this advisor