Best Investors
Account
Sign in
Zepher Cove, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2020-09-17 |
| CA | RA | APPROVED | 2020-02-07 |
| NC | RA | APPROVED | 2020-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Durham | NC | 09/2003 | 02/2020 |
| Pfs Investment Inc. | Durham | NC | 11/2003 | 02/2020 |
| Equity Advisors | Genoa | NV | 02/2020 | Present |
1) Tax Strategies Marketing, 9120 Double Diamond Parkway, Reno, NV 89251, Vice President, Marketing business focused on tax minimization options, not investment-related, Start Date 09/16/2020 1 Hour per month. 1 Hour during trading hours. 2) Independent Insurance Sales, 2892 Cloundburst Canyon Drive, Genoa, NV, USA, 89411-1385, Insurance Agent, Appointed with various companies, Start Date: 02/2020, 2 Hour per month. 2 Hour during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-24 |
Reach out to this advisor