Best Investors
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280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-05 |
Branch Locations
210 S Sierra Ave Ste 106, Oakdale, CA 95361-4212 • United States
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2018 | 01/2020 |
| Orsus Insurance Agency | Sacramento | CA | 01/2015 | 10/2018 |
| Saint Marys College Of California | Moraga | CA | 09/2013 | 06/2017 |
| Saint Amrys College Of California | Moraga | CA | 09/2013 | 06/2017 |
| Teachers Pensions | Orangeville | CA | 09/2017 | 03/2018 |
| Ameriprise Financial Services, Inc | Fair Oaks | CA | 01/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Fair Oaks | CA | 03/2020 | 07/2025 |
| Verity Asset Mgmt | Durham | NC | 12/2025 | Present |
| Unemployed | Sacramento | CA | 08/2025 | 11/2025 |
| Verity Financial | Durham | NC | 01/2026 | Present |
| Simplicity Investments | Summit | NJ | 01/2026 | Present |
1.) VERITY ASSET MGMT - 12/5/25 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) VERITY FINANCIAL - 1/1/26 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - Wholesaler, Sales, Invt Rel, Ins bus, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-13 |
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