Best Investors
Account
Sign in
Best Investors
Account
Sign in
301 S. Mcdowell Street Suite 1100, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-11-13 |
Branch Locations
301 S. Mcdowell Street Suite 1100, Charlotte, NC 28204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 04/2013 | 08/2018 |
| Bank Of America, N.A. | Greensboro | NC | 04/2013 | 08/2018 |
| M Holdings Securities, Llc | Portland | OR | 08/2018 | Present |
| Mbl Advisors Inc. | Charlotte | NC | 08/2018 | Present |
| Mbl Wealth, Llc | Charlotte | NC | 10/2019 | Present |
1) MBL Advisors Inc.; 1017 East Morehead Street, Suite 100, Charlotte, NC 28204; 8/6/2018; Managing Director; Loan arrangement per agreement; Not investment related; 0 hr/mo; 0 hr/mo during trading hr. 2) RiceWrap Foods Corporation; 300 Business Park Drive, Butner, NC 27509; 05/03/2021; Advisory Board Member; Reviewing the companies financials, advising on a corporate growth strategy, and helping to position the company for an exit opportunity; Not Investment Related; 1 hr/mo; 1 hr/mo during trading hr. 3) Sheets Laundry Club, Inc.; 211 McKenzie Rd., Mooresville, NC 28115; 09/01/2021; Board Member; Assist with business strategy and building of advisory team; Not Investment Related; 1 hr/mo; 1 hr/mo during trading hr. 4) BatteryXchange; 9319 Robert D Snyder Road, Suite 304B, Charlotte NC 28223; Portable battery charging service; Not Investment Related; Advisory Board Member; Assist in outlining governance and strategic planning with the owner and other board members; 12/1/2022; 1 hr/mo; 1 hr/mo during trading hr. 5) Frontline Healthcare Partners; 677 King Street, Suite 410, Charleston SC 29403; Investment Fund; Investment Related; Consultant; Advise Fund Partners regarding issues that may be valuable to the investment process, and introduce potential family office and institutional capital LPs for Fund; 02/03/2025; 3 hr/mo; 0 hr/mo during trading hr.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-22 |
Reach out to this advisor