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 | 2023-04-25 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
3129 Raleigh Road Pkwy West, Wilson, NC 27896 • United States
2301 Nash St Nw , Wilson, NC 27896 • United States
10702 Us 70 West, Clayton, NC 27520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Kenly | NC | 06/2016 | 10/2022 |
| Heritage Bible College | Dunn | NC | 08/2015 | 04/2019 |
| Southern Evangelical Seminary | Charlotte | NC | 08/2019 | 12/2021 |
| Thrivent Investment Management Inc | Smithfield | NC | 06/2021 | 03/2022 |
| Thrivent Financial | Appleton | WI | 10/2021 | 12/2021 |
| Thrivent Financial | Appleton | WI | 12/2021 | 03/2022 |
| Valic Financial Advisors, Inc. | Durham | NC | 03/2022 | 10/2022 |
| Fidelity Investments | Kenly | NC | 10/2022 | 04/2023 |
| First Citizens Bank | Smithfield | NC | 04/2023 | 01/2024 |
| First Citizens Investor Services | Raleigh | NC | 04/2023 | 01/2024 |
| First Citizens Bank | Smithfield | NC | 01/2024 | 01/2026 |
| First Citizens Investor Services | Raleigh | NC | 01/2024 | 01/2026 |
| First Citizens Investor Serivces | Raleigh | NC | 01/2026 | Present |
TRIANGLE EAST CHAMBER FOUNDATION POSITION: Foundation Board Chair NATURE: Board Position (including at a Non-profit) INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 1115 Outlet Center Dr., Smithfield NC 27577, United States DESCRIPTION: The Triangle East Chamber Foundation, is the foundation of the Triangle East Chamber. The Triangle East Chamber is a Chamber of Commerce for our local community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-06 |
Reach out to this advisor