Best Investors
Account
Sign in
Best Investors
Account
Sign in
211 East Blvd., Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-02-27 |
| NC | RA | APPROVED | 2021-02-11 |
| TX | RA | APPROVED | 2021-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Charlotte | NC | 02/2013 | 09/2016 |
| Greerwalker Wealth Management Llc | Charlotte | NC | 09/2016 | 02/2021 |
| Front Porch Financial Advisory | Charlotte | NC | 11/2020 | Present |
Geoffrey H Owen is an independent licensed insurance agent. Geoffrey does not sell insurance however. Member; 212 Emerson, LLC; investment related: Yes; Location: 1134 Buchanan Street Charlotte NC 28203 United States; Description of the business: Single condo rental unit.; Responsibilities Duties: Lease, repairs and occasional maintenance.; Start date with business: 2017-07-11; Hours per month devoted to business during trading hours: .5; Hours per month devoted to business outside trading hours: .5; Percentage of total yearly compensation expected to be derived from the business: 1; Member; 814 Delaware, LLC; investment related: Yes; Location: 1134 Buchanan Street Charlotte NC 28203 United States; Description of the business: Single condo rental unit.; Responsibilities Duties: Lease, repairs and occasional maintenance.; Start date with business: 2019-01-17; Hours per month devoted to business during trading hours: .5; Hours per month devoted to business outside trading hours: .5; Percentage of total yearly compensation expected to be derived from the business: 1; Owner; Charleston 98, LLC; investment related: Yes; Location: 1766 Ion Avenue, Unit F Sullivan's Island SC 29482 USA; Description of the business: Single condo rental unit.; Responsibilities Duties: Repairs and maintenance.; Start date with business: 2020-06-24; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: .5; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-07 |
Reach out to this advisor