Best Investors
Account
Sign in
Best Investors
Account
Sign in
102 Hidden Pastures Dr. Suite 213, Cramerton, NC 28032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-15 |
| SC | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-10 |
Branch Locations
102 Hidden Pastures Dr. Suite 213, Cramerton, NC 28032 • 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 |
|---|---|---|---|---|
| The Bowman Law Firm, Llc | Belmont | NC | 08/2015 | 09/2018 |
| Belmont Capital Advisors | Belmont | NC | 10/2018 | 09/2021 |
| Kalos Capital | Alpharetta | GA | 11/2018 | 07/2019 |
| Dempsey Lord Smith, Llc | Rome | GA | 07/2019 | 09/2024 |
| Wealthpoint Advisors | Cramerton | NC | 05/2024 | Present |
SSI HOLDINGS, LLC- REAL ESTATE HOLDING - 33.3% OWNERSHIP - 102 HIDDEN PASTURES DR. STE 216 CRAMERTON, NC 28032 SSI WEALTH MANAGEMENT, LLC DBA FOR WEALTHPOINT ADVISORS- 33.3% OWNERSHIP- 102 HIDDEN PASTURES DR. STE 216 CRAMERTON, NC 28032. ADVISORS EXCEL - INVESTMENT RELATED - INSURANCE FMO, USE FOR INSURANCE BUSINESS, 3/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-19 |
Reach out to this advisor