Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-09 |
Branch Locations
10050 Green Level Church Rd, Cary, NC 27519 • United States
3105 Glenwood Ave Stes 201 & 302, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 02/2021 | 04/2021 |
| Uber | San Francisco | CA | 07/2018 | 02/2021 |
| Lyft | San Francisco | CA | 07/2018 | 02/2021 |
| Unc Chapel Hill | Chapel Hill | NC | 08/2018 | 07/2020 |
| Durham Technical Community College | Durham | NC | 04/2017 | 06/2018 |
| Elite Auto Body | Chapel Hill | NC | 01/2017 | 06/2017 |
| U.S. Army | Fort Knox | KY | 04/2012 | 01/2017 |
| Larson Financial Securities | Saint Louis | MO | 06/2021 | 11/2022 |
| Larson Financial Group | Saint Louis | MO | 06/2021 | 11/2022 |
| Ups | Raliegh | NC | 12/2022 | 12/2022 |
| Fidelity Investments | Durham | NC | 01/2023 | 06/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2025 |
| Wells Fargo Clearing Services, Llc. | Raleigh | NC | 06/2025 | Present |
OBA-95046|OrgNmn:RR and Char LLC|Org Addr:Colchester,Vermont,US|OBA Nature:Vacation rental|Invst Rel:Y|Title:Partner|Duties:Scheduling regular maintenance, performing maintenance, developing, and implementing solutions to increase revenue|StrtDt:01-01-20|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-15 |
Reach out to this advisor