Best Investors
Account
Sign in
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-11-09 |
Branch Locations
22 Hiwassee Street, Murphy, NC 28906 • United States
36 Hwy 64 E, Hayesville, NC 28904 • United States
128 S Tryon Street, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell &Amp; Reed, Inc | Alpharetta | GA | 02/2016 | 07/2018 |
| Various Insurance Carriers | Woodstock | GA | 08/2016 | 05/2021 |
| Foothills Swim And Racquet Club | Colorado Springs | CO | 04/2016 | 12/2017 |
| Woodbury Financial Services Inc | Milton | GA | 07/2018 | 11/2019 |
| First Citizens Bank | Hayesville | NC | 11/2021 | 07/2023 |
| First Citizens Investor Service | Raleigh | NC | 11/2021 | 07/2023 |
| Cooks Limited | Murphy | NC | 11/2019 | 11/2021 |
| First Citizens Investor Services | Raleigh | NC | 07/2023 | Present |
Tri-County Community College Board of Trustees, Clay County Representative; not investment-related; MAIN CAMPUS 21 Campus Circle Murphy, NC 28906; College serves commuter students in a remote, rural area consisting of Cherokee, Clay, and Graham Counties by providing college transfer, vocational, technical, and adult education programs; Trustee; 3/6/2023 1-2 hours/month, 1 during trading hours; Trustees are authorized to do all things necessary and proper to organize and operate Tri-County Community College consistent with laws and State Board rules and regulations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-01 |
Reach out to this advisor