Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Huntersville | NC | 02/2025 | 08/2026 |
| Fifth Third Bank | Huntersville | NC | 07/2023 | 08/2026 |
| Woodforest National Bank | Davidson | NC | 10/2022 | 07/2023 |
| Publix | Davidson | NC | 09/2022 | 10/2022 |
| Homemaker | Davidson | NC | 01/2015 | 08/2022 |
| Pnc Bank | Charlotte | NC | 08/2026 | Present |
| Pnc Wealth Management Llc | Charlotte | NC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-05 |
Reach out to this advisor