Best Investors
Account
Sign in
Best Investors
Account
Sign in
711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-09 |
| NC | RA | APPROVED | 2010-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L & H Property Management | Davidson | NC | 01/2005 | 08/2023 |
| Greenhill Partners | Huntersville | NC | 12/2006 | Present |
| Web Site Developement | Huntersville | NC | 03/2007 | Present |
| Principal Life Ins Co | Cornelius | NC | 12/2009 | Present |
| Fulcrum Capital Partners | Cornelius | NC | 07/2010 | Present |
| Principal Securities Inc | Cornelius | NC | 03/2016 | Present |
**FULCRUM CAPITAL PARTNERS,03/2010, SELLS GRP BENEFITS, FIXED INS. **Fixed Insurance; Investment Related; Cornelius, NC; Agent; Fixed Life, Health, Group Benefits, DI, LTC, Annuities; Start Date: 07/12/2019; 1 hrs per month; 1 during trading hours. **Greenhill Partners, LLC; Not Investment Related; Cornelius, NC; Owner; Owner of LLC that holds rental property, received rental income.; Start Date: 12/01/2006; 1 hrs per month; 0 during trading hours. **FIXED INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/12/2019 ADDRESS: 20621 N Main St, Cornelius NC 28031, United States DESCRIPTION: ERISA Bonds. **BNI - CORNELIUS CHAPTER POSITION: Leadership NATURE: Networking group INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2021 ADDRESS: 20621 N Main St, Cornelius NC 28031, United States DESCRIPTION: Various roles in networking group. Leadership committee, membership committee, etc. **COLIN FURCHT FOR CORNELIUS TOWN COMMISSIONER CAMPAIGN POSITION: Treasurer NATURE: Treasurer for the election campaign of a Town Commissioner INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2025 ADDRESS: 20621 N Main St, Cornelius NC 28031, United States DESCRIPTION: Treasurer of election campaign. Receive training from NC State board. Maintain financial records for campaign. No discretion over the funds. This is a recordkeeping role only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-16 |
Reach out to this advisor