Best Investors
Account
Sign in
Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Captrust Advisors, Llc. | Raleigh | NC | 06/2016 | 12/2017 |
| Wells Fargo Advisors Financial Network, Llc | Tampa | FL | 08/2016 | 06/2017 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 05/2017 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-17 |
Reach out to this advisor