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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-10 |
| SC | RA | APPROVED | 2021-07-02 |
Branch Locations
1116 South Main Street, Greenville, SC 29601-3300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Greenville | SC | 08/2013 | 05/2018 |
| Nachman Norwood & Parrott, Inc. | Greenville | SC | 05/2018 | 06/2021 |
| Capfinanical Partners, Llc (Captrust) | Raleigh | NC | 06/2021 | Present |
Name: Carter Hall Investment-Related: No Address: private residence Nature: rental income Position/Title: owner Start: 10/01/2022 Hours/Month: 1 Hours during Market Hours: 0 Duties: maintain properties Name: Greenville Estate Planning Council Investment-Related: No Address: private residence Nature: professional group, non-profit Position/Title: Director, Treasurer Start: 06/01/2016 Hours/Month: 2 Hours during Market Hours: 2 Duties: Assist with planning of networking and educational events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-22 |
Reach out to this advisor