Best Investors
Account
Sign in
1447 Trade Mart Blvd, Winston-Salem, NC 27127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-05-18 |
Branch Locations
1447 Trade Mart Blvd, Winston-Salem, NC 27127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegacy Federal Credit Union | Winston Salem | NC | 04/2019 | 06/2021 |
| Cuso Financial Services, L.P. | San Diego | CA | 03/2020 | 06/2021 |
| Wells Fargo Bank N.A. | Winston Salem | NC | 07/2016 | 04/2019 |
| Edgewood Baptist Church | Winston Salem | NC | 04/2010 | 08/2017 |
| Maestro Wealth Advisors Llc | Winston- Salem | NC | 01/2022 | 04/2022 |
| Unemployed | Winston-Salem | NC | 07/2021 | 12/2021 |
| Avantax Investment Services Inc. | Winston-Salem | NC | 01/2022 | 04/2022 |
| Avantax Advisory Services | Winston-Salem | NC | 01/2022 | 04/2022 |
| Avantax Insurance Agency, Llc | Winston-Salem | NC | 01/2022 | 04/2022 |
| Semmax Financial Advisors, Inc. | Winston-Salem | NC | 05/2022 | Present |
Semmax, Inc.; Investment-Related; 1447 Trade Mart Boulevard, Winston-Salem, North Carolina 27127; Insurance Agency; May 2, 2022; approximately 25 hours per month; approximately 25 hours during securities trading hours; duties include writing new business, servicing existing business, researching annuity and insurance options for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-10 |
Reach out to this advisor