Best Investors
Account
Sign in
Best Investors
Account
Sign in
One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-02-01 |
Branch Locations
10 Franklin Road Se Suite 450, Roanoke, VA 24011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Roanoke | VA | 12/2011 | 12/2019 |
| Wells Fargo Clearing Services, Llc | Roanoke | VA | 05/2020 | 01/2024 |
| Carilion Roanoke Memorial Hospital | Roanoke | VA | 02/2020 | 05/2020 |
| Davenport & Company Llc | Roanoke | VA | 02/2024 | Present |
CARILION WELLNESS, OWNER; YOGA INSTRUCTOR; START DATE: 12/2011; NOT INVESTMENT RELATED; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 8; ROANOKE, VA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-07 |
Reach out to this advisor