Best Investors
Account
Sign in
801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-24 |
Branch Locations
801 Hillsborough St 3Rd Floor, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Raleigh | NC | 09/2005 | 08/2023 |
| Secu Life Insurance Company | Raleigh | NC | 09/2023 | Present |
| Secu Brokerage Services | Raleigh | NC | 10/2023 | Present |
| Credit Union Investment Services | Ralegh | NC | 10/2023 | Present |
| State Employees' Credit Union | Raleigh | NC | 09/2023 | Present |
1) JOSH HART/SAGEMARK CONSULTING 4011 WEST CHASE BLVD, STE 100 RALEIGH, NC 27607 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED ANNUITIES, DISABILITY INSURANCE, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE START DATE: 02/2017 HOURS PER MONTH: 30 HOURS PER MONTH DURING TRADING HOURS: 30. 2) ARAMARK 4600 TRINITY RD RALEIGH NC CATEGORY: SERVICE INDUSTRY INVESTMENT RELATED: NO TITLE: EMPLOYEE DUTIES: SERVE CONCESSIONS/BARTEND AT VARIOUS VENUES START DATE: 08/2022 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 0 Classic Sports Catering 8003 Regency Pkwy Cary, NC. 27518 Type of Business: Concession sales Title: Point of Sale Supervisor Start Date: 08/2023 Hours per month: 10 SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 10/2023. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union. Lincoln Financial Group 1301 S. Harrison St Fort Wayne, IN. 46802 Type of Business: Life Insurance Title: Writing Agent Duties: Receive Trails on Existing Business, no new Writing. Gene Pleasants Agency 7000 Six Forks Rd, Suite 103 Raleigh, NC. 27615 Type of Business: Life Insurance General Agency Title: Writing Agent Duties: Receive Trails on Existing Business, No new Writing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-11 |
Reach out to this advisor