Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-09-17 |
| TX | RA | APPROVED | 2020-01-16 |
| VA | RA | APPROVED | 2018-06-21 |
Branch Locations
6752 Parker Farm Dr Ste 300, Wilmington, NC 28405 • United States
2832 S Church St, Burlington, NC 27215 • United States
500 S Main St, Burlington, NC 27215 • United States
820 S Fifth St, Mebane, NC 27302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Hartford | CT | 02/2012 | 01/2018 |
| Wells Fargo Clearing Services, Llc | Roanoke | VA | 06/2018 | Present |
| Unemployed | Lynchburg | VA | 02/2018 | 05/2018 |
EXECUTOR FOR MOTHER, INV RELATED, GREENSBORO, NC, START 2/18/2022, 2 HRS/MONTH, 2 HRS DURING TRADING. RENTAL PROPERTY, INV RELATED, TELLFORD, TN, 50% OWNERSHIP, START 5/1/2022, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, CELL TOWER LEASE. RENTAL FARMLAND, INV RELATED, TELLFORD, TN, 50% OWNERSHIP, START 5/1/2022, 1 HOUR PER MONTH, 1 HOUR DURING TRADING. BOWMAN FAMILY FARM TRUST; NOT INV. RELATED; TELFORD, TN; CO-TRUSTEE; START DATE 11/14/2024; 10 HOURS PER MONTH; 2 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-02 |
Reach out to this advisor