Best Investors
Account
Sign in
132 North First Street, Albemarle, NC 28001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2004-01-05 |
Branch Locations
132 North First Street, Albemarle, NC 28001 • United States
416 West Main Street, Locust, NC 28097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of Stanly | Albemarle | NC | 10/2001 | Present |
| Strategic Investment Advisors | Albemarle | NC | 01/2004 | Present |
| Private Client Services Llc | Louisville | KY | 11/2011 | Present |
1) STANLY COUNTY AIRPORT AUTHORITY, 43222 LOWDER AVIATION PARKWAY, NEW LONDON, NC 28127 BOARD OF DIRECTORS SINCE 2003. NOT INVESTMENT RELATED. ATTEND BOARD MEETINGS. 5 HOURS PER MONTH, NONE DURING MARKET HOURS. 2) CHS Stanly Advisory Council, 301 Yadkin St, Albemarle, PA 28001. Vice-chairman of volunteer hospital advisory council. 2 hrs/month during trading time. Non-investment related. 3) UWHARRIE INVESTMENT ADVISORS, SECURITIES RELATED, PO Box 715, 416 West Main Street, Locust, NC 28097. MANAGE INVESTMENT ACCOUNTS, RELATIONSHIP MGR. START DATE 1/1/2004, 30 HOURS PER MONTH ALL OF WHICH DURING MARKET HOURS. 4) Uwharrie Bank, 416 West Main Street, Locust, NC 28097. SVP of commercial and consumer bank. 130 hrs/month during trading hours. 4) LICENSED WITH VARIOUS INSURANCE CARRIERS FOR THE SALE OF NON SECURITIES INSURANCE PRODUCTS 5) Charlotte Hornets, official scorer, Time Warner Arena, non-investment related. Hours per month vary. 6) For Stanly, Inc. PO Box 715 Locust, NC 28097 Chairman of non-profit economic development organization. 1 hr/month during trading hrs. Non-investment related. 7) The Cason Group. Charlotte, North Carolina. Financial Services division for life insurance, health and long-term care insurance. Will be doing some insurance business through The Cason Group on life, long-term care and possibly health for small business. 1 hour/mo; 1 during trading hours. 8) Aircraft Ownership. 25% owner. N797T Aviation LLC. 108 Water Oak Lane, Stanfield, NC 28163.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-16 |
Reach out to this advisor