Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-06 |
Branch Locations
2320 Cascade Pointe Blvd Ste 200, Charlotte, NC 28208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investments | Charlotte | NC | 06/2011 | 02/2020 |
| Bb&T Securities, Llc | Charlotte | NC | 01/2018 | 06/2025 |
| Bb&T Securities, Llc | Charlotte | NC | 02/2020 | 06/2025 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | 07/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 06/2025 |
| Truist Investment Services, Inc. | Atlanta | GA | 07/2021 | 06/2025 |
| Truist Investment Services, Inc | Charlotte | NC | 03/2026 | Present |
| Truist Advisory Service, Inc | Charlotte | NC | 03/2026 | Present |
| Self-Employed | Mooresville | NC | 06/2025 | 02/2026 |
| Empower Financial Services | Greenwood Village | CO | 02/2026 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-26 |
Reach out to this advisor