Best Investors
Account
Sign in
Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-11-07 |
Branch Locations
2375 East Camelback Rd Suite 700, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mesa | AZ | 03/2015 | 11/2017 |
| Bank Of America, N.A. | Mesa | AZ | 08/2015 | 11/2017 |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 07/2022 | Present |
| Arizona State University | Tempe | AZ | 08/2018 | Present |
| Unemployed | Tempe | AZ | 11/2017 | 08/2018 |
1) Homesmart LLC, Non-Investment-Related: 4040 E Camelback Rd, Suite 165 Phoenix AZ 85018, Nature: real estate sales, Position/Title: real estate broker, Start: 12/17/2004, Hours/Month: 1, Hours during Market Hours: 0, Duties: real estate broker, 2) Arizona State University, Non-Investment-Related, WP Carey School of Business, 300 E Lemon St, Tempe AZ 85287, Nature: university, Position/Title: adjuct faculty, Start: 08/01/2018, Hours/Month: 20, Hours during Market Hours: 0, Duties: teacher 3) Rental Property; private residence; not investment related; started 3/1/24; 1 hour per month, 0 during trading; Air BnB rental
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-16 |
Reach out to this advisor