Best Investors
Account
Sign in
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-15 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
227 W. Trade Street Suite 1000, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Milwaukee | WI | 05/2015 | 10/2021 |
| Atlatl Advisers | Madison | WI | 11/2021 | 05/2023 |
| Carolinas Investment Consulting Llc | Charlotte | NC | 06/2023 | 04/2025 |
| Carolinas Wealth Consulting Llc | Charlotte | NC | 06/2023 | 02/2025 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 01/2025 | 10/2025 |
| Capfinancial Securities Llc | Raleigh | NC | 04/2025 | 10/2025 |
| Choreo, Llc | Charlotte | NC | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-17 |
Reach out to this advisor