Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-06-23 |
Branch Locations
7624 Pineville Matthews Rd, Charlotte, NC 28226 • United States
550 S Tryon St 44Th Fl [N1/N9-Rbo], Charlotte, NC 28202 • United States
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 |
|---|---|---|---|---|
| Pnc Investments | Charlotte | NC | 01/2015 | 02/2017 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | 11/2022 |
| Truist Advisory Services, Inc. | Charlotte | NC | 02/2021 | 11/2022 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 01/2023 | 04/2023 |
| Digital Intelligence Systems L | Charlotte | NC | 01/2023 | 04/2023 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 06/2023 | Present |
| Wells Fargo Bank, Na | Charlotte | NC | 05/2023 | Present |
| Unemployed | Harrisburg | NC | 02/2017 | 07/2017 |
| Bb&T Bank | Charlotte | NC | 07/2017 | 02/2021 |
| Bb&T Investments | Charlotte | NC | 07/2017 | 02/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-26 |
| S65 | Uniform Investment Adviser Law Examination | 1998-02-26 |
Reach out to this advisor