Best Investors
Account
Sign in
Best Investors
Account
Sign in
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-03 |
Branch Locations
304 Old Greenville Hwy, Clemson, SC 29631 • United States
128 S Tryon Street, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Columbia | SC | 07/2007 | 03/2026 |
| Wells Fargo Advisors Llc | Columbia | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Columbia | SC | 11/2016 | 03/2026 |
| First Citizens Investor Services | Raleigh | NC | 03/2026 | Present |
| First Citizens Bank | Clemson | SC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-14 |
Reach out to this advisor