Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-16 |
| NC | RA | APPROVED | 2026-02-19 |
Branch Locations
401 N Tryon St Ci Relationship Management, Charlotte, NC 28255 • United States
9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Charlotte | NC | 01/2025 | 03/2025 |
| Unemployed | San Antonio | TX | 08/2023 | 12/2024 |
| Blossoms Restaurant | Leland | NC | 05/2023 | 08/2023 |
| Liles And Godbey Pc | Ocean Isle Beach | NC | 01/2018 | 04/2023 |
| Unemployed | Leland | NC | 03/2015 | 12/2017 |
| Care.cOm | Charlotte | NC | 03/2025 | 05/2025 |
| Equitable Advisors, Llc | Charlotte | NC | 05/2025 | 01/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 01/2026 | Present |
| Charlotte Soccer Academy | Pineville | NC | 08/2025 | Present |
| Bank Of America, N.A. | Charlotte | NC | 02/2026 | Present |
I*: 3663281 Entity Type: For Profit Name: Charlotte Soccer Academy Investment Related: No Position: Soccer Coach Start Date: 08/01/2025 Hours Devoted: 10HRS/MO Hours Devoted during Trading: 0 Duties: Coaching a u14 girls soccer team. Coaching - youth soccer coach
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-17 |
Reach out to this advisor