Best Investors
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Account
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631 Augusta St, Greenville, SC 29605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-05-23 |
| SC | RA | APPROVED | 2022-01-31 |
| NC | RA | APPROVED | 2022-01-27 |
Branch Locations
13925 Ballantyne Corp Pl Ste 190, Charlotte, NC 28277 • United States
631 Augusta St, Greenville, SC 29605 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-02-24 |
Branch Locations
13925 Ballantyne Corporate Place Suite 115, Charlotte, NC 28277 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2019 | 01/2022 |
| Firstbank | Charlotte | NC | 07/2018 | 12/2018 |
| Home Point Financial | Charlotte | NC | 02/2016 | 07/2018 |
| Alloy Investment Management | Charlotte | NC | 01/2022 | Present |
| Foundations Investment Advisors, Llc | Charlotte | NC | 02/2022 | Present |
FOUNDATIONS INVESTMENT ADVISORS, LLC; INVESTMENT RELATED; GREENVILLE, SC, INVESTMENT ADVISER REPRESENTATIVE; FEBRUARY 2022, 10 HRS/MO DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-16 |
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