Best Investors
Account
Sign in
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-03-27 |
Branch Locations
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm | Tempe | AZ | 11/2016 | 06/2018 |
| Unemployed | Phoenix | AZ | 04/2016 | 11/2016 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2018 | 01/2020 |
| Usaa Financial Advisors Inc | Phoenix | AZ | 01/2020 | 06/2020 |
| Randstad | Phoenix | AZ | 01/2020 | 07/2020 |
| Rover | Seattle | WA | 02/2020 | 08/2020 |
| Usaa Investment Services Company | Phoenix | AZ | 06/2020 | 07/2020 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2020 | 07/2021 |
| Ally Invest Securities Llc | Charlotte | NC | 07/2021 | Present |
| Ally Invest Advisors | Charlotte | NC | 03/2023 | Present |
| Courial | Charlotte | NC | 09/2024 | Present |
Lyft, Not investment related. Driver. 8/31/2022. 5 hrs/month. Provide transportation services as a driver Uber. Not investment related. Driver. 7/27/2022. 20 hrs/month. Provide transportation services as a driver Uber Eats. Not investment related. Delivery Driver. 7/27/2022. 20 hrs/month. Delivery driver to deliver food to customers. Doordash. Not investment related. Dasher. 7/27/2022. 25 hrs/month. Delivery driver to deliver food to customers. Courial. Not investment related. Driver. 09/20/2024. 20 hrs/month. Provide food delivery services through the Courial mobile app. Ally Invest Advisors. Investment related. 601 S Tryon Street Charlotte NC 28202. Associate Specialist-Invest Services. Dually licensed. 03/09/2023. 40 hrs/month. Support both Ally Invest Advisors and Ally Invest Securities in a dually licensed capacity. Responsibilities include servicing Ally Invest customers that may have self-directed or advisory accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-24 |
Reach out to this advisor