Best Investors
Account
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Account
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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-26 |
Branch Locations
241 Medical Park Rd, Mooresville, NC 28117 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Ellentown | FL | 06/2016 | 11/2016 |
| Wells Fargo Advisors Llc | Ellrntown | FL | 06/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ellentown | FL | 11/2016 | 07/2019 |
| Wells Fargo Clearing Services, Llc | Ellrntown | FL | 11/2016 | 07/2019 |
| First Citizens Bank | Mooresville | NC | 07/2019 | 07/2024 |
| First Citizens Investor Services | Raleigh | NC | 07/2019 | 07/2024 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 08/2024 | 03/2026 |
| Wells Fargo Bank, Na | Charlotte | NC | 07/2024 | 03/2026 |
| First Citizens Investor Services | Raleigh | NC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-26 |
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