Best Investors
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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-30 |
Branch Locations
4400 Six Forks Road, Raleigh, NC 27609 • United States
5417 Page Road, Durham, NC 27703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 06/2025 | Present |
| First Citizens Bank | Raleigh | NC | 06/2024 | 08/2024 |
| North Carolina State University | Raleigh | NC | 06/2023 | 08/2023 |
| Chipotle | Raleigh | NC | 06/2023 | 08/2023 |
| City Of Raleigh Parks & Recreation | Raleigh | NC | 06/2022 | 08/2022 |
| Ymca | Raleigh | NC | 06/2021 | 08/2021 |
| City Of Raleigh Parks & Recreation | Raleigh | NC | 04/2020 | 08/2020 |
| City Of Raleigh Parks & Recreation | Raleigh | NC | 06/2017 | 08/2017 |
| City Of Raleigh Parks & Recreation | Raleigh | NC | 06/2018 | 08/2018 |
| City Of Raleigh Parks & Recreation | Raleigh | NC | 06/2019 | 08/2019 |
| Leesville Road High School | Raleigh | NC | 08/2017 | 06/2021 |
| University Of South Carolina | Raleigh | NC | 08/2021 | 05/2025 |
| Martin Middle School | Raleigh | NC | 08/2015 | 06/2017 |
| First Citizens Bank | Durham | NC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-13 |
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