Best Investors
Account
Sign in
Wilmington, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2019 | 07/2020 |
| Carolina Moldings Inc | Charlotte | NC | 05/2013 | 06/2019 |
| Novare Capital Management, Llc | Charlotte | NC | 07/2020 | 05/2021 |
| Abound Wealth Management | Franklin | TN | 05/2021 | 06/2022 |
| Tech Financial Planning Llc | Spring Hill | TN | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-09 |
Reach out to this advisor