Best Investors
Account
Sign in
744 Arden Lane Suite 175, Rock Hill, SC 29732 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-10 |
Branch Locations
744 Arden Lane Suite 175, Rock Hill, SC 29732 • United States
6100 Fairview Road Suite 1142, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 02/2019 | 06/2019 |
| Bank Of America | Charlotte | NC | 05/2015 | 02/2019 |
| University Of Virginia Darden School Of Business | Charlottesville | VA | 06/2019 | 07/2021 |
| Wells Fargo Securities, Llc | Charlotte | NC | 07/2021 | 02/2024 |
| Unemployed | Charlotte | NC | 06/2019 | 08/2019 |
| Core Advisory Group | Rock Hill | SC | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-20 |
Reach out to this advisor