Best Investors
Account
Sign in
Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-29 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Charlotte | NC | 09/2024 | 05/2025 |
| Advocacy For Refugee And Immigrant Services For Empowerment | Worcester | MA | 09/2023 | 08/2024 |
| Clark University | Worcester | MA | 08/2020 | 05/2024 |
| Beekman High School | New York | NY | 09/2018 | 06/2020 |
| Calhoun High School | New York | NY | 09/2017 | 09/2018 |
| Lycée Français De New York Middle/High School | New York | NY | 01/2013 | 09/2017 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 02/2025 | 06/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 10/2025 | Present |
| Tiaa | Charlotte | NC | 10/2025 | Present |
| Unemployed | Charlotte | NC | 06/2025 | 10/2025 |
| Insomnia Cookies | Worchester | MA | 06/2022 | 10/2022 |
| Patisserie Lenox | Worchester | MA | 05/2021 | 09/2021 |
| Unemployed | New York | NY | 07/2020 | 07/2020 |
| Florida Financial Advisors, Llc | Charlotte | NC | 11/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-03 |
| S65 | Uniform Investment Adviser Law Examination | 2024-10-16 |
Reach out to this advisor