Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-09 |
| TX | RA | APPROVED | 2026-04-09 |
Branch Locations
1525 West Wt Harris Blvd Bldg 3 - 3Rd Fl, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Fort Mill | SC | 02/2025 | 03/2025 |
| Unemployed | Mint Hill | NC | 03/2025 | 07/2025 |
| Washington Office Of The Secretary Of State | Olympia | WA | 10/2023 | 02/2025 |
| Mountain Gurus Dba Northwest Alpine Guides | Sedro-Woolley | NC | 04/2021 | 05/2023 |
| Vail Resorts, Inc. | Broomfield | CO | 10/2019 | 04/2023 |
| Unemployed | Bellingham | WA | 05/2023 | 10/2023 |
| U.S. National Whitewater Center | Charlotte | NC | 06/2019 | 10/2019 |
| Plank Road Forestry, Llc | Wadesboro | NC | 01/2019 | 06/2019 |
| North Carolina State University | Raleigh | NC | 07/2015 | 01/2019 |
| Lpl Enterprise Llc | Fort Mill | SC | 07/2025 | 03/2026 |
| Wells Fargo Clearing Services | Charlotte | NC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-10 |
Reach out to this advisor