Best Investors
Account
Sign in
108 Cambridge Plaza Drive Suite B, Winston-Salem, NC 27104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-02 |
Branch Locations
108 Cambridge Plaza Drive Suite B, Winston-Salem, NC 27104 • United States
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 |
|---|---|---|---|---|
| Compass Financial Services, Inc. | Winston-Salem | NC | 03/2005 | 09/2021 |
| Strategic Blueprint, Llc | Winston-Salem | NC | 08/2021 | 10/2025 |
| Compass Financial Services, Inc. | Winston-Salem | NC | 10/2025 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 50% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-09 |
Reach out to this advisor