Best Investors
Account
Sign in
Best Investors
Account
Sign in
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-20 |
| SC | RA | APPROVED | 2026-01-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 06/2020 | 06/2022 |
| First Citizen Bank | Charlotte | NC | 03/2007 | 06/2022 |
| First Citizens Investor Services | Raleigh | NC | 11/2023 | 04/2026 |
| First Citizens Bank | Charlotte | NC | 06/2022 | 04/2026 |
| First Citizens Investor Services | Raleigh | NC | 04/2026 | Present |
RBG IMPORTS LLC Not investment-related YORK, SC 29745, United States Auto Mechanic Business Authorized Signer 7/26/2022 Approximate hours: 0-15 per month 0 hours during trading hours Handling of financials for auto mechanic business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-30 |
Reach out to this advisor