Best Investors
Account
Sign in
200 South College Street Suite 1530, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-11-27 |
Branch Locations
200 South College Street Suite 1530, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Charlotte | NC | 08/2018 | Present |
| Ntelx, Inc. | Vienna | VA | 02/2016 | 06/2018 |
| Reichard Capital, Llc | Charlotte | NC | 10/2019 | Present |
NTELX (government contractor) Vienna, VA - Relationship began approximately July 2018 and services likely to continue until March 31, 2020. Act as independent contractor and provide services including bookkeeping, payroll services and accounting consulting. Not investment related. Approximately 40-50 hours/month during securities trading hours. American Roller Bearing (Industrial Manufacturing) Hickory, NC - Relationship began approximately July 2018 and services likely to continue until January-February 2020. Act as independent contractor and provide services including bank reconciliations and accounting consulting. Not investment related. Approximately 10 hours/month during securities trading hours. E by Design (Retail consumer products) remote - Relationship began approximately July 2018 and services likely to conclude in December 2019. Act as independent contractor and provide services including bank reconciliations, accounting consulting and journal entries. Not investment related. Approximately 1-2 hours/month during securities trading hours. Bagley CPA, PC (Accounting firm) Charlotte, NC - Relationship began approximately December 2018 and services likely to continue until March 31, 2020. Act as part-time hourly employee and provide bookkeeping services. Not investment related. Approximately 5-7 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-13 |
Reach out to this advisor