Best Investors
Account
Sign in
Best Investors
Account
Sign in
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-02-16 |
| ID | RA | APPROVED | 2023-02-07 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Idaho Falls, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Idaho Falls | ID | 07/2012 | 05/2020 |
| East Idaho Credit Union | Idaho Falls | ID | 07/2012 | 04/2020 |
| Axa Advisors Llc | New York | NY | 06/2020 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2020 | 02/2023 |
| Innovation Partners Llc | Charlotte | NC | 02/2023 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 02/2023 | Present |
1. APPROVED TO SELL OUTSIDE EQUITABLE NETWORK INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-09 |
Reach out to this advisor