Best Investors
Account
Sign in
Best Investors
Account
Sign in
135 S Main St Suite 600, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-08 |
Branch Locations
100 Elks Club Road, Brevard, NC 28712 • United States
135 S Main St Suite 600, Greenville, SC 29601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St Marie Financial Advisors | Brevard | NC | 11/2013 | 03/2019 |
| Bison Wealth, Llc | Brevard | NC | 03/2019 | 12/2024 |
| The Fiduciary Alliance | Brevard | NC | 01/2025 | Present |
1) 2/2008 Independent Licensed insurance Agent; Investment Related; Brevard, North Carolina; Life, LTC, fixed annuities; < 20 hours per month during trading hours; non-investment related 2) SAFE Womens Domestic Violence Services; Brevard, North Carolina; Board Member/Finance Committee; 2 hours per month during market hours; non-investment related 3) Friend of Ecusta Trail Rail Trail Project; Board Member; 2 hours per month during market hours; non-investment related 4) Rental Property owner; Brevard, North Carolina; Duplex owner; 5 hours per month after market hours; investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-02-01 |
| S65 | Uniform Investment Adviser Law Examination | 1997-02-12 |
Reach out to this advisor