Best Investors
Account
Sign in
Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-06-11 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Harrisburg, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 06/2015 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2015 | Present |
LANDLORD POSITION: Landlord NATURE: This is a townhome that I used to live in that I now rent out. I also am renting out my mothers home that I inherited. I began renting this on 08/01/2025 This address is 15005 Superior St Charlotte NC 28273 INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 6081 Cougar Lane, Charlotte NC 28269, United States DESCRIPTION: collect rent and act as landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-22 |
Reach out to this advisor