Best Investors
Account
Sign in
16140 Northcross Drive, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-19 |
Branch Locations
16140 Northcross Drive, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Piedmont Building Systems | Gastonia | NC | 07/2016 | 07/2018 |
| Unc Music Department | Chapel Hill | NC | 08/2017 | 03/2020 |
| British Taxi | Chapel Hill | NC | 04/2018 | 08/2018 |
| Conner Financial Group, Llc | Gastonia | NC | 05/2018 | 08/2018 |
| City News Beat | Chapel Hill | NC | 05/2019 | 08/2019 |
| Full-Time Student | Charlotte | NC | 08/2008 | 05/2020 |
| Equis Financial | Charlotte | NC | 02/2017 | 08/2017 |
| Brokers International Financial Services, Llc | Gastonia | NC | 03/2020 | 04/2021 |
| Retirement Transition Advisory Group, Llc | Gastonia | NC | 03/2020 | 03/2021 |
| Lpl Financial, Llc | Fort Mill | SC | 03/2021 | 07/2024 |
| A4 Wealth Advisors Llc | Huntersville | NC | 08/2024 | Present |
| Highland Capital Group | Fort Mill | SC | 07/2023 | 07/2024 |
| Lpl Financial, Llc | Fort Mill | SC | 04/2023 | 07/2024 |
| Spainhour Tax Prep Llc | Fort Mill | SC | 11/2022 | 08/2024 |
| World Wide Financial Solutions, Llc Dba A4 Insurance Solutions | Huntersville | NC | 08/2024 | Present |
| Spainhour Tax Prep, Llc | Huntersville | NC | 01/2025 | Present |
1. World Wide Financial Solutions, LLC dba A4 Insurance Solutions - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Fixed Insurance Agent - Start Date 08/2024 - 10 Hours Per Month/10 Hour During Trading. 2. Spainhour Tax Prep, LLC - Non-investment Related - At Reported Business Location(s) - Tax Prep - Managing Member/Tax Preparer - Start date 01/2025 - Seasonal
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-11 |
| S65 | Uniform Investment Adviser Law Examination | 2020-01-15 |
Reach out to this advisor