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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-05 |
Branch Locations
One Liberty Square, 13Th Floor, Boston, MA 02109 • 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 |
|---|---|---|---|---|
| Pnc Funds Distributor | Boston | MA | 02/2020 | 02/2020 |
| Pnc Capital Advisors, Llc | Boston | MA | 11/2009 | 03/2020 |
| Pnc Bank | Pittsburgh | PA | 02/2020 | 08/2022 |
| Pnc Capital Markets, Llc | Pittsburgh | PA | 02/2020 | 08/2022 |
| Patrick Capital Markets, Llc | Saint Louis | MO | 03/2023 | 04/2023 |
| Unemployed | Plainville | MA | 08/2022 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hingham | MA | 05/2023 | 02/2024 |
| Bank Of America, N.A. | Hingham | MA | 06/2023 | 02/2024 |
| Pruco Securities Llc | Marlborough | MA | 03/2024 | 07/2024 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 03/2025 | Present |
| Capfinancial Secuirites Llc | Raleigh | NC | 03/2025 | Present |
| Unemployed | Plainville | MA | 08/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-20 |
Reach out to this advisor