Best Investors
Account
Sign in
Best Investors
Account
Sign in
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-09-13 |
Branch Locations
128 S Tryon Street, Charlotte, NC 28202 • United States
152 E. Bay Street, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Murrells Inlet | SC | 08/2015 | 01/2019 |
| Bbtis | Charlotte | NC | 08/2015 | 09/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 09/2021 |
| Bb&T | Murrells Inlet | SC | 01/2019 | 09/2021 |
| Truist Investment Services, Inc. | Murrels Inlet | SC | 02/2021 | 09/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 09/2021 |
| First Citizens Investor Services | Raleigh | NC | 09/2021 | Present |
| First Citizens Bank | Charleston | SC | 09/2021 | Present |
137 Planters Creek Dr., Myrtle Beach SC, 29579; Rental property; Owner; Began 11/29/2014; Maintenance and property management of rental; 6 hour/month, 0 hours during trading hours; Compensation is from rental income; Non-Investment Related; Business is not a client of the Firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-08 |
Reach out to this advisor