Best Investors
Account
Sign in
Willow Spring, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-08 |
| NC | RA | APPROVED | 2025-07-01 |
| PA | RA | APPROVED | 2025-07-01 |
| TX | RA | APPROVED | 2025-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Durham | NC | 01/2015 | 10/2017 |
| Tdameritrade | Cary | NC | 10/2017 | 01/2018 |
| Triad Financial Advisors, Inc. | Greensboro | NC | 01/2018 | 02/2020 |
| District No. 3 | Burlington | NC | 10/2021 | 05/2023 |
| Vantage Pointe Planning | Burlington | NC | 02/2020 | 05/2023 |
| Modera Wealth Management, Llc | Westwood | NJ | 05/2023 | Present |
SDT Properties, LLC,727 Kivett St., Burlington, NC, real estate, owner, not investment related, start 01/01/2020, approx hrs/mth 4, approx hrs during trading hrs 0; Lenoir Mobile Estates, 1168 Cardross St, Burlington, NC, real estate, owner, not investment related, start 01/01/2020, approx hrs/mth 0, approx hrs during trading hrs 0; Scott Avenue Partners, LLC, 1168 Cardross St, Burlington, NC, real estate, owner, not investment related, start 10/01/2019, approx hrs/mth 0, approx hrs during trading hrs 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-01 |
Reach out to this advisor