Best Investors
Account
Sign in
Best Investors
Account
Sign in
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-20 |
| TX | RA | APPROVED_RES | 2024-08-14 |
Branch Locations
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
1500 Sunday Drive Suite 300, Raleigh, NC 27607 • 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 |
|---|---|---|---|---|
| 1St Global Capital Corp. | Raleigh | NC | 09/1999 | 10/2019 |
| 1St Global Advisors, Inc. | Raleigh | NC | 07/2000 | 10/2019 |
| Avantax Insurance Services, Inc. | Raleigh | NC | 09/1999 | 08/2024 |
| Avantax Advisory Services | Raleigh | NC | 10/2019 | 08/2024 |
| Avantax Investment Services, Inc. | Raleigh | NC | 10/2019 | 08/2024 |
| Hpg Wealthcare Advisors, Llc; (Formerly Hpg Financial Services, | Raleigh | NC | 01/2006 | 08/2024 |
| Dai Securities Llc | Atlanta | GA | 08/2024 | Present |
| Prosperity - An Eisneramper Company | Raleigh | NC | 08/2024 | Present |
1) FIXED INSURANCE AND ANNUITY SALES; POSITION: Insurance Agent NATURE: Fixed annuity and insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/2024; 1500 Sunday Drive, Suite 300, Raleigh NC 27607 2) MG SHELFCO LLC; INVESTMENT RELATED; SPRINGS, NC; REAL ESTATE INVESTING; INVESTOR; 9/2025; 0 HOURS; 0 HOURS; PASSIVE INVESTOR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-08 |
Reach out to this advisor