Best Investors
Account
Sign in
8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-12-01 |
| TX | RA | APPROVED | 2022-12-01 |
Branch Locations
717 Green Valley Rd, Suite 200, Greensboro, NC 27408 • United States
370 Knollwood St, Suite 100, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Greensboro | NC | 12/2014 | 02/2021 |
| Truist Investment Services, Inc. | Greensboro | NC | 02/2021 | 12/2022 |
| Truist Advisory Services, Inc. | Greensboro | NC | 02/2021 | 12/2022 |
| D.A. Davidson & Co. | Greensboro | NC | 12/2022 | Present |
1) KIWANIS CLUB OF GREENSBORO: MEMBER SINCE 2007, 1701 GREENE ST GREENSBORO NC 27410, NON-PROFIT CIVIC ORGANIZATION, FUNDRAISING, MENTOR, FORMER BOARD MEMBER, 2-5 HRS PER MONTH, NOT DURING BUSINESS HOURS, NO COMPENSATION. 2) STATE OF NORTH CAROLINA NOTARY PUBLIC; NON-INVESTMENT RELATED; GREENSBORO, NC; START 6/5/23; 30 MIN/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; NOTARY ACTIVITIES USED ONLY FOR D.A. DAVIDSON.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-31 |
Reach out to this advisor