Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated(793) | Chapel Hill | NC | 07/2020 | 01/2025 |
| Towne Wealth Management | Raleigh | NC | 01/2025 | Present |
| Raymond James Financial Services, Inc. | Raleigh | NC | 01/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Raleigh | NC | 01/2025 | Present |
| Townebank | Raleigh | NC | 01/2025 | Present |
| The Bray-Harris Group | Raleigh | NC | 01/2025 | Present |
| Morgan Stanley | Chapel Hill | NC | 11/2012 | 07/2020 |
(1)Name of Business: The Bray-Harris Group Address: 7100 Falls of Neuse Rd, Raleigh, NC, 27615, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/13/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: FID bank employee, The Bray-Harris Group t is our DBA/Support co name (2)Name of Business: Towne Wealth Management Address: 7100 Falls of Neuse Rd, Raleigh, NC, 27615, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/13/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: FID bank employee, Towne Wealth Management is our DBA/Support co name (3)Name of Business: TowneBank Address: 7100 Falls of Neuse Rd, Raleigh, NC, 27615, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/13/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: FID bank employee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-27 |
Reach out to this advisor