Best Investors
Account
Sign in
Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-08-31 |
Branch Locations
One Liberty Square 13Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Cambridge | MA | 07/2014 | 06/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Cambridge | MA | 07/2014 | 06/2021 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 06/2021 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 06/2021 | Present |
Twisted Horn Brewery; Not Investment-Related; Address: 3714 Route 11, Londonderry, VT Nature: Craft Brewery; Position/Title: Partner; Start: 11/23/2024; Hours/Month: 10; Hours during Market Hours: 0; Duties: Marketing
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-09-05 |
| S65 | Uniform Investment Adviser Law Examination | 1997-10-31 |
Reach out to this advisor