Best Investors
Account
Sign in
293 Olmsted Blvd Suite 11B - 7, Pinehurst, NC 28374 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-20 |
| TX | RA | APPROVED | 2026-03-16 |
Branch Locations
293 Olmsted Blvd Suite 11B - 7, Pinehurst, NC 28374 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Pinehurst | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pinehurst | NC | 11/2016 | 11/2017 |
| Wealthshield Partners, Llc | Pinehurst | NC | 11/2017 | 03/2026 |
| Golden Pine Advisory, Llc | Pinehurst | NC | 08/2017 | Present |
1. Licensed to sell life and health insurance, however does not engage in product sales. His insurance license is maintained in order to advise on insurance during the financial planning process.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-07 |
Reach out to this advisor