Best Investors
Account
Sign in
Best Investors
Account
Sign in
800 Park Offices Dr Ste 3318, Research Triangle Park, NC 27709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-02 |
Branch Locations
800 Park Offices Dr Ste 3318, Research Triangle Park, NC 27709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leslie Merritt Inc Dba Tax And Qb Guru | Research Triangle Park | NC | 02/2022 | Present |
| Aditya Mahajan Cpa Pc | Wilson | NC | 01/2020 | 01/2022 |
| Leslie Merritt Cpa Pc | Zebulon | NC | 01/2018 | 12/2019 |
| National Heritage Academies | Winterville | NC | 08/2017 | 01/2018 |
| Sallie B B Howard School For The Arts And Education | Wilson | NC | 12/2015 | 05/2017 |
| Adi Mahajan Cpa Pc | Research Triangle Park | NC | 01/2024 | Present |
In addition to working to working as an employee at Leslie Merritt Inc dba Tax and QB Guru, I have my solo CPA practice, Adi Mahajan CPA PC , through which I offered bookkeeping and auditing services to small private businesses and non-profits. Through the same solo CPA practice, I plan to offer investment advisory services. I serve as a board member on HOA board "Liberty Homeowners Association Inc. and have no conflict of interest with Invest with a Goal while serving as a board member in that HOA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-28 |
Reach out to this advisor