Best Investors
Account
Sign in
Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-31 |
Branch Locations
79 Woodfin Place Suite 100, Asheville, NC 28801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Asheville | NC | 02/2015 | 01/2018 |
| Raymond James Financial Services, Inc. | Asheville | NC | 01/2018 | 01/2025 |
| Raymond James Financial Services Advisors Inc. | Asheville | NC | 01/2018 | 01/2025 |
| Faith Doyle | Asheville | NC | 04/2019 | Present |
| Webb Investment Services, Inc. | Asheville | NC | 01/2018 | 01/2025 |
| Gratz Park Private Wealth | Asheville | NC | 01/2024 | 01/2025 |
| Rw Baird | Asheville | NC | 01/2025 | Present |
(4)Name of Business: North Carolina Arboretum Society Address: 100 Frederick Law Olmsted Way, Asheville, NC, 28806, United States Activity Type: Non profit Position/Title: Other, Board Member, Chair of the Board, Committee Member Investment Related: Yes Start Date: 10/21/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chair of the Board, to help make decisions on programs for the NC Arboretum\nFinance Committee Member - I will help review P&Ls, budgets, and funding distribution into programs. I will not have custody of funds, have signing access, or investing decisions or management of funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-23 |
Reach out to this advisor