Best Investors
Account
Sign in
Best Investors
Account
Sign in
214 New Bern Place, Raleigh, NC 27601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-11-08 |
| GA | RA | APPROVED | 2008-05-30 |
| TX | RA | APPROVED_RES | 2008-04-02 |
| NC | RA | APPROVED | 2001-12-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Collegiate Capital Management, Inc. | Raleigh | NC | 01/1994 | Present |
| Securities Service Network, Inc. | Raleigh | NC | 07/1994 | 12/2016 |
1)Daner, LLC - 214 New Bern Place, Raleigh, NC 27601 - 04/2001 start date - NIR - Rental Real Estate - Management of rental properties - Private Corp - 4 hrs/mo trading 2) Bretsch, LLC - 11 S. Blount Street, Raleigh, NC - 10/2015 start date - NIR - Rental Poperty - General maintenance and tenant management of property - Corp - no time dedicated to this activity during trading hours. 3) Collegiate Capital Management, Inc. - 214 New Bern Place, Raleigh, NC - Investment-Related - Board of Directors Member - Corp President - 10/2006 - Less than 1 hr/mo during trading hours - provides overall direction for the operation of the firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-21 |
Reach out to this advisor