Best Investors
Account
Sign in
655 9Th Street, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-05-04 |
| NC | RA | APPROVED | 2026-05-04 |
Branch Locations
401 Mccullough Dr Ste 200, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colts Neck High School | Colts Neck | NJ | 09/2015 | 06/2020 |
| Colts Neck Reform Church | Colts Neck | NJ | 07/2017 | 08/2017 |
| Colts Neck Reform Church | Colts Neck | NC | 07/2018 | 08/2018 |
| Township Of Colts Neck | Colts Neck | NJ | 07/2019 | 08/2019 |
| University Of North Carolina, Charlotte | Charlotte | NC | 08/2020 | 05/2024 |
| Unemployment | Colts Neck | NJ | 06/2020 | 07/2020 |
| Tsunami | Surf City | NC | 05/2021 | 06/2021 |
| Domino's | Sneads Ferry | NC | 06/2021 | 12/2021 |
| Yes I Can Basketball | Charlotte | NC | 11/2022 | 05/2023 |
| 808 Marketing | Charlotte | NC | 05/2023 | 06/2023 |
| Krispy Kreme | Concord | NC | 07/2023 | 08/2023 |
| Emerald Lake Golf And Social Club | Stallings | NC | 08/2023 | 08/2024 |
| Truist | Charlotte | NC | 08/2024 | 07/2025 |
| Truist | Charlotte | NC | 08/2025 | 12/2025 |
| Associate Staffing | Charlotte | NC | 01/2026 | 04/2026 |
| Principal Securities, Inc | Charlotte | NC | 01/2026 | Present |
| Principal Life Insurance Company | Charlotte | NC | 04/2026 | Present |
| Principal Bank | Charlotte | NC | 04/2026 | Present |
| Principal Advised Services | Charlotte | NC | 04/2026 | Present |
3910 FARMINGTON RIDGE PARKWAY POSITION: Homeowner NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2021 ADDRESS: 3910 Farmington Ridge Parkway, Charlotte NC 28213, United States DESCRIPTION: Homeowner and rent to friends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-26 |
Reach out to this advisor