Best Investors
Account
Sign in
Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| AL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED_RES | 2025-08-15 |
| NC | RA | APPROVED | 2024-12-16 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Highland Capital Brokerage | Charlotte | NC | 01/2015 | 10/2016 |
| Investacorp, Inc | Charlotte | NC | 01/2016 | 10/2016 |
| Nationwide Securities, Llc | Charlotte | NC | 11/2016 | 04/2018 |
| Nationwide Insurance | Charlotte | NC | 11/2016 | 04/2018 |
| Massmutual Life Insurance Co | Charlotte | NC | 04/2018 | 07/2022 |
| Mml Investors Services, Llc | Charlotte | NC | 04/2018 | 07/2022 |
| Ubs Financial Services.iNc | Charlotte | NC | 07/2022 | 12/2024 |
| Tiaa | Charlotte | NC | 12/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-28 |
Reach out to this advisor