Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-27 |
| NC | RA | APPROVED | 2021-03-02 |
Branch Locations
620 N Main St Fl 2, High Point, NC 27262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | High Point | NC | 01/2021 | 02/2021 |
| Highways And Skyways Of Nc | Greensboro | NC | 08/2015 | 12/2020 |
| Truist Investment Services, Inc. | High Point | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | High Point | NC | 03/2021 | Present |
UNITED WAY OF GREATER HIGH POINT POSITION: Finance Committee Member NATURE: The United Way is a 501c-3 that aims to help the underserved in our community. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2022 ADDRESS: High Point NC, United States DESCRIPTION: We review the United Way's current finances, spending and investment portfolios. Making sure money is being allocated to the right places for the organization to reach its mission.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-11 |
Reach out to this advisor