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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-03 |
| SC | RA | APPROVED | 2024-07-10 |
Branch Locations
751 Daniel Ellis Dr, Charleston, SC 29412 • United States
100 Village Green Ln, Johns Island, SC 29455 • United States
1320 Main St Ste 600, Columbia, SC 29201 • United States
16 Broad St, Charleston, SC 29401 • United States
320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calvert Investment Distributors, Inc. | Bethesda | MD | 02/2015 | 12/2016 |
| Calvert Investment Services, Inc. | Bethesda | MD | 05/2016 | 12/2016 |
| Eaton Vance Distributors, Inc. | Boston | MA | 01/2017 | 10/2018 |
| Alchemi Wealth Management Llc | Boston | MA | 01/2019 | 05/2019 |
| Karner Blue Capital | Bethesda | MD | 06/2019 | 05/2020 |
| Karner Blue Capital, Llc | Bethesda | MD | 06/2019 | 05/2020 |
| Alchemi Capital | Boston | MA | 10/2018 | 06/2019 |
| Calvert Investments/Eaton Vance Distributors | Boston | MA | 02/2015 | 09/2018 |
| Unemployed | Boston | MA | 06/2020 | 02/2021 |
| Butler Capital Partners | New York | NY | 01/2022 | 06/2022 |
| 5Th Line Capital | Boston | MA | 02/2021 | 01/2022 |
| Janney Montgomery Scott Llc | Hingham | MA | 06/2022 | 07/2024 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-28 |
| S65 | Uniform Investment Adviser Law Examination | 2017-03-06 |
Reach out to this advisor