Best Investors
Account
Sign in
Best Investors
Account
Sign in
Mint Hill, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2012-05-24 |
| NC | RA | APPROVED | 2012-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lionsight Capital, Llc | Charlotte | NC | 04/2012 | Present |
| Lendingtree | Charlotte | NC | 07/2017 | Present |
I am currently employed by LendingTree as Procurement Director. This business is non-investment related. LendingTree is a leads marketing and online marketplace provider that connects borrowers and lenders. The main office is located at 1415 Vantage Park Drive Charlotte, NC 28203. The primary duties of this employment include financial spending analysis, sourcing of services/software, and expense planning. This working relationship originally began in July 2017 and 40 hours per week is generally devoted. The majority of work is remote and my schedule is often flexible so specific hours vary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-17 |
Reach out to this advisor