Best Investors
Account
Sign in
1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-24 |
| NC | RA | APPROVED | 2021-01-13 |
Branch Locations
Glenway Commons Blvd 100 Glenway Street, Ste J, Belmont, NC 28012 • United States
1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Kalos Capital Inc | Alpharetta | GA | 08/2011 | 05/2019 |
| Clear Markets North America | Charlotte | NC | 08/2013 | Present |
| Cjs Wealthmanagement | Belmont | NC | 10/2017 | Present |
| The Prudential Insurance Company Of America | Charlotte | NC | 05/2019 | 09/2020 |
| Pruco Secuities Llc | Charlotte | NC | 05/2019 | 09/2020 |
| Newbridge Securities Corporation | Belmont | NC | 09/2020 | 05/2023 |
| Newbridge Financial Services Group, Inc | Belmont | NC | 09/2020 | Present |
(1) RESURGENCE PPG POSITION: Treasurer Bookkeeper: Update position - I do not sign any checks and also have no access to funds. Resurgence PPG is a disabled veteran owned and operated, 501(c)(3) nonprofit charity that strives to provide therapy and rehabilitation to disabled, injured, and ill service members and veterans through the liberation of personal flight experienced via powered paragliding. These adventures are provided at no cost to the service member/veteran and are only made possible through the donations and support of corporations and individuals like you. Please click on the donations page to make a donation to bring flight to those that have given so much. INVESTMENT RELATED: No, NUMBER OF HOURS: 4, SECURITIES TRADING HOURS: 0 START DATE: 07/03/2017 ADDRESS: 116 Missouri Lane, Mount Holly NC 28120, United States, DESCRIPTION: Advice and help with Marketing and Promotions, to expand PPG's footprint in the Veteran Non-Profit space. (2) CJS WEALTH MANAGEMENT (DBA): POSITION: owner/President, NATURE: Finance and Insurance, INVESTMENT RELATED: YES, NUMBER OF HOURS: 160, SECURITIES TRADING HOURS: 160, START DATE: 10/02/2007 ADDRESS: 100 Glenway St, Suite J, Belmont NC 28012, United States, DESCRIPTION: financial advisor. (3) CJS WEALTHMANAGEMENT(DBA): INSURANCE AGENT - Fixed Indexed Annuities, LIFE Insurance, 100 Glenway Street, Belmont, NC 28012. (4) CLEAR MARKETS NORTH AMERICA: POSITION: A BOARD DIRECTOR, NATURE: Finance and Insurance, INVESTMENT RELATED: No, NUMBER OF HOURS: 2, SECURITIES TRADING HOURS: 0, START DATE: 08/19/2013 ADDRESS: 831 EAST MOREHEAD ST, Suite 150, Charlotte NC 28202, United States. DESCRIPTION: ENSURE THE COMPANY'S PROSPERITY BY COLLECTIVELY DIRECTING THE COMPANY'S AFFAIRS, WHILST MEETING THE APPROPRIATE INTERESTS OF ITS SHAREHOLDERS AND STAKEHOLDERS. IN ADDITION TO BUSINESS AND FINANCIAL ISSUES, BOARDS OF DIRECTORS MUST DEAL WITH CHALLENGES AND ISSUES RELATING TO CORPORATE GOVERNACE CORPORATE SOCIAL RESPONSIBILITY AND CORPORATE ETHICS. (5) SOUTH POINT HIGH SCHOOL HEAD SOCCER COACH HIGH SCHOOL - 01/2024 - HEAD VARSITY COACH - ONGOING TO EACH SEASON - COACH THE SKILLS NEEDED TO HELP 14- TO 18-YEAR-OLD IMPROVE THEIR ALL-AROUND SOCCER ABILITIES, SKILLS, TACKTICAL, TECHNICAL. WHEN NEEDED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-15 |
| S66 | Uniform Combined State Law Examination | 2006-09-14 |
Reach out to this advisor