Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-07-01 |
| NC | RA | APPROVED | 2025-07-01 |
Branch Locations
4064 Colony Road Two Morrocroft Centre, Suite 450, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chevy Chase | MD | 10/2018 | 07/2025 |
| Beacon Hill Associates | Washington | DC | 09/2018 | 10/2018 |
| Nfp: Insurance Brokerage And Consulting | Charlotte | NC | 08/2018 | 09/2018 |
| Unemployed | Charlotte | NC | 05/2018 | 08/2018 |
| University Of Mississippi | Oxford | MS | 08/2014 | 05/2018 |
| Nfp: Insurance Brokerage And Consulting | Charlotte | NC | 12/2017 | 01/2018 |
| The Seafood Shanty | Edgartown | MA | 05/2017 | 08/2017 |
| The Sporting Gent | Charlotte | NC | 12/2016 | 01/2017 |
| Brittain Resort Management Llc | Myrtle Beach | SC | 06/2021 | 07/2021 |
| Janney Montgomery Scott Llc | Charlotte | NC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-18 |
Reach out to this advisor