Best Investors
Account
Sign in
Best Investors
Account
Sign in
8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-08-01 |
Branch Locations
8 Third Street North, Great Falls, MT 59401-3104 • UNITED STATES
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 08/2008 | 07/2022 |
| D.A. Davidson & Co. | Charlotte | NC | 08/2022 | Present |
1) The Clementine C. Walker Family Limited Partnership: Investment related: 202 S. Cherry St Kernersville NC 27284: Start 12/22/98: Real Estate : Limited Partner: N/A: 0 Hours : Family Partnership where I am a limited partner but do not have any duties or time commitments. 2) ST. JOHN'S EPISCOPAL CHURCH; NON-INVESTMENT RELATED; CHARLOTTE, NC; NON-PROFIT; OUTREACH COMMITTEE CHAIRMAN; START 1/1/25; 5 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I HELP TO ORGANIZE VOLUNTEER EVENTS FOR THE CONGREGATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-21 |
Reach out to this advisor