Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-03-01 |
| NC | RA | APPROVED | 2003-05-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Cary | NC | 03/2003 | Present |
1. 03/21/2003 - DBA ONLY / CAPITAL WEALTH MANAGEMENT, INC. 2. 04/15/2004 - NON-VARIABLE INSURANCE / SELLING FIXED ANNUITIES, LONG TERM CARE, WHOLE, FIXED AND TERM LIFE INSURANCE 3. 09/18/2012: REAL ESTATE RENTAL / CWM PROPERTITIES, LLC / OFFICE BUILDING RENTAL SPACE IN RALIEGH, NC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-02 |
Reach out to this advisor