Best Investors
Account
Sign in
7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-03 |
Branch Locations
7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Charlotte | NC | 07/2013 | 02/2018 |
| Morgan Stanley Private Bank, N.A. | Charlotte | NC | 07/2013 | 02/2018 |
| Charles Schwab Bank | Scottsdale | AZ | 08/2018 | 08/2019 |
| Charles Schwab & Co., Inc. | Scottsdale | AZ | 08/2018 | 08/2019 |
| Rantek Holdings | Charlotte | NY | 03/2018 | 08/2018 |
| Rbc Capital Markets, Llc. | Atlanta | GA | 09/2019 | 06/2024 |
| City National Bank | Atlanta | GA | 09/2019 | 06/2024 |
| Hobart Wealth | Charlotte | NC | 10/2025 | Present |
| Unemployed | Charlotte | NC | 07/2024 | 09/2025 |
RANTEK HOLDINGS, LLC - INVESTMENT-RELATED - CHARLOTTE, NC - REAL ESTATE HOLDING COMPANY - OWNER/PRESIDENT - 01/2004 - LESS THAN 1 HOUR/MONTH - 0 HOURS/MONTH DURING SECURITIES TRADING HOURS - ENTITY USED TO PURCHASE & HOLD REAL ESTATE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-15 |
Reach out to this advisor