Best Investors
Account
Sign in
Best Investors
Account
Sign in
905 A Conference Drive, Greenville, NC 27858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-02 |
| TX | RA | APPROVED | 2025-10-02 |
Branch Locations
905 A Conference Drive, Greenville, NC 27858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Greenville | NC | 01/2010 | 10/2025 |
| Crossgen Wealth, Llc | Greenville | NC | 08/2025 | Present |
(1)Name of Business: Litchfield Farms LLC; Address: 103 Woodberry Dr , Greenville , NC, 27858, United States; Activity Type: Agriculture/Farming; Investment Related: No; Start Date: 04/14/2022; Hours per month devoted to this business: 0-1; Hours per month devoted to this business during trading hours: 0-1; Description of duties: mgr/member of LLC (2)Name of Business: WEL; Properties Address: 103 Woodberry Dr. , Greenville, NC, 27858, United States; Activity Type: Rental Real Estate; Investment Related: Yes; Start Date: 02/13/2023; Hours per month devoted to this business: 0-1; Hours per month devoted to this business during trading hours: 0-1; (3)Name of Business: WF Litchfield LLC; Address: 103 Woodberry Dr, Greenville , NC, 27858, United States; Activity Type: Rental Real Estate; Position/Title: Partner; Investment Related: Yes; Start Date: 02/01/2022; Hours per month devoted to this business: 0-1; Hours per month devoted to this business during trading hours: 0-1; Description of duties: Partner in Litchfield Holdings LLC. Owns Real Estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-28 |
Reach out to this advisor