Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-11-18 |
Branch Locations
2320 Cascade Pointe Blvd Ste 200, Charlotte, NC 28208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Bozeman | MT | 03/2011 | 11/2022 |
| Wells Fargo Clearing Services, Llc | Bozeman | MT | 10/2018 | 11/2022 |
| Truist Advisory Services Inc. | Charlotte | NC | 11/2022 | Present |
| Truist Investment Services Inc. | Charlotte | NC | 11/2022 | Present |
CHARLOTTE INDEPENDENCE SOCCER CLUB POSITION: Head Coach NATURE: Soccer coach for HS aged boys. In charge of running training sessions and coaching games with the intentions of developing their soccer skills further. INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2021 ADDRESS: Cornelius NC, United States DESCRIPTION: Creating training session plans to develop kids' soccer skills and tactical awareness. Coach soccer games and reinforce topics covered at trainings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-13 |
Reach out to this advisor