Best Investors
Account
Sign in
Best Investors
Account
Sign in
6501 Weston Pkwy Suite #300, Cary, NC 27513 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-28 |
| NC | RA | APPROVED | 2021-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2016 | 05/2021 |
| Family Legacy Financial Solutions | Morrisville | NC | 02/2016 | Present |
| Mindlance | Hoboken | NJ | 05/2015 | 05/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2017 | 05/2021 |
| Family Legacy Financial Solutions | Cary | NC | 05/2021 | Present |
1. FAMILY LEGACY FINANCIAL SOLUTIONS, 1000 CENTREGREEN WAY STE 190, CARY, NC, 3/31/2016 AS INDEPENDENT INSURANCE AGENT SELLING/SERVICING HEALTH & LIFE PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. 2/MO-0/TRADING. 2. FAMILY LEGACY FINANCIAL SOLUTIONS, 1000 CENTRE GREEN WAY, STE 190, CARY, NC, MANAGING MEMBER, LLC, 02/01/16, INV REL - 30 HR/WK - 10/TRADING. 3. FAMILY LEGACY TAX SOLUTIONS, LLC, 1000 CENTRE GREEN WAY, STE 190, CARY, NC, CPA/ENROLLED AGE/TAX PREP, CFO, 03/02/21, NIR, 5 HR/MO-0/TRADING HR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-01 |
Reach out to this advisor