Best Investors
Account
Sign in
Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-12-21 |
Branch Locations
5314 Maryland Way, Ste. 300, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustcore | Brentwood | TN | 04/2016 | 12/2022 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2022 | Present |
1) Financial Planning Assoc of Middle TN; Investment-Related: No; PO Box 150608; Nature Professional Org; Title Board of Dir, Treasurers ; Start; 1/1/2020; Hours/Month:5 ; Hours during Market Hours:2 ; Duties: society member 2) The Well Coffee House; Investment-Related: No; 5000 Linbar Dr, Nashville TN; Coffee House ; Title Board Member ; Start; 7/1/22; Hours/Month: 5; Hours during Market Hours: 1; Duties: Board member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-28 |
Reach out to this advisor