Best Investors
Account
Sign in
2102 N. Elm Street Suite C, Greensboro, NC 27408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-25 |
| TX | RA | APPROVED | 2024-08-25 |
Branch Locations
5960 Fairview Road Suite 400, Charlotte, NC 28210 • United States
2102 N. Elm Street Suite C, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 04/2013 | 11/2016 |
| Mcshane Partners F/K/A Rinehart Wealth & Investment Advisory | Charlotte | NC | 12/2016 | 08/2024 |
| Holderness Investments Co. | Greensboro | NC | 08/2024 | Present |
| Waverly Advisors, Llc | Charlotte | NC | 04/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-07-09 |
Reach out to this advisor