Best Investors
Account
Sign in
Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-07 |
| NC | RA | APPROVED | 2019-03-28 |
| TX | RA | APPROVED | 2019-03-28 |
Branch Locations
2128 High House Road Suite 201, Cary, NC 27519 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cary | NC | 10/2003 | 03/2019 |
| Bank Of America, N.A. | Cary | NC | 12/2009 | 03/2019 |
| Janney Montgomery Scott Llc | Raleigh | NC | 03/2019 | 07/2019 |
| Janney Montgomery Scott Llc | Cary | NC | 07/2019 | Present |
Northwest Cary YMCA, Cary, NC. Advisory Board (07/2024) - act as ambassador for the YMCA in the community. Not investment related, not compensated, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-09 |
Reach out to this advisor