Best Investors
Account
Sign in
Best Investors
Account
Sign in
1920 Abbott St. Ste. 300, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-08 |
| NC | RA | APPROVED | 2018-03-14 |
Branch Locations
1920 Abbott St. Ste. 300, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cavu Wealth Advisors | Walnut Creek | CA | 05/2011 | 12/2017 |
| Greenway Wealth Advisors, Llc | Charlotte | NC | 09/2017 | Present |
Partner in String Bean Holdings, LLC, a real estate holding company unrelated to any investment activity. String Bean Holdings, LLC owns the office condo from which Greenway leases office space.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-03-14 |
Reach out to this advisor