Best Investors
Account
Sign in
701 Green Valley Rd Suite 100, Greensboro, NC 27408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-24 |
Branch Locations
701 Green Valley Rd Suite 100, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2017 | 01/2018 |
| Wittenberg University | Springfield | OH | 08/2013 | 06/2017 |
| East Of Chicago | Brecksville | OH | 08/2011 | 01/2017 |
| Vanguard | Charlotte | NC | 01/2018 | 01/2021 |
| Vanguard | Charlotte | NC | 01/2021 | 09/2021 |
| Vanguard | Charlotte | NC | 09/2021 | 09/2024 |
| Vanguard | Charlotte | NC | 09/2024 | 08/2026 |
| Level Wealth Management | Greensboro | NC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-09-06 |
Reach out to this advisor