Best Investors
Account
Sign in
16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-12-18 |
| SC | RA | APPROVED | 2022-04-07 |
Branch Locations
3436 Torrinton Way Suite 210, Charlotte, NC 28277 • United States
16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of South Carolina | Columbia | SC | 08/2016 | 05/2020 |
| Rhett Sinclair And Associates Llc. | Aiken | SC | 05/2020 | 09/2020 |
| Cornerstone Wealth Group Llc | Huntersville | NC | 05/2019 | 08/2019 |
| Ase Financial Advisory Group | Greenville | SC | 05/2018 | 08/2018 |
| Ubs Financial Services Inc. | Atlanta | GA | 12/2020 | 03/2022 |
| Cornerstone Wealth Group, Llc | Huntersville | NC | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-14 |
Reach out to this advisor