Best Investors
Account
Sign in
Best Investors
Account
Sign in
1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| FL | RA | APPROVED | 2026-01-05 |
| IL | RA | APPROVED | 2026-01-05 |
| MD | RA | APPROVED | 2026-01-05 |
| MI | RA | APPROVED | 2026-01-05 |
| SC | RA | APPROVED | 2026-01-05 |
| AZ | RA | APPROVED | 2023-05-02 |
| LA | RA | APPROVED | 2023-04-04 |
| PA | RA | APPROVED | 2023-04-04 |
| NC | RA | APPROVED | 2023-04-03 |
| TX | RA | APPROVED | 2023-04-03 |
| VA | RA | APPROVED | 2023-04-03 |
Branch Locations
701 Green Valley Rd Suite 308, Greensboro, NC 27408 • United States
701 Green Valley Road Suite 308, Greensboro, NC 27408 • United States
101 Huntington Ave Suite 401, Boston, MA 02199 • United States
161 Washington Street Suite 1200, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-05 |
| SC | RA | APPROVED | 2026-01-05 |
| VA | RA | APPROVED | 2023-04-10 |
| PA | RA | APPROVED | 2023-04-04 |
| NC | RA | APPROVED | 2023-04-03 |
| TX | RA | APPROVED | 2023-04-03 |
Branch Locations
161 Washington Street Suite 1200, Conshohocken, PA 19428 • United States
701 Green Valley Road Suite 308, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (Fka Linsco Private Ledger) | Greensboro | NC | 05/2005 | 04/2023 |
| Marsh Mclennan Agency | Greensboro | NC | 01/2021 | Present |
| Mma Securities Llc | Greensboro | NC | 04/2023 | Present |
1. 05/13/2005 - NON-VARIABLE INSURANCE - SELL UNIVERSAL/WH LIFE, TERM, DIS, LTC, CRITICAL ILLNESS - GREENSBORO, NC 2. The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA Agency", 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA Agency (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities activities remain subject to the Firm's supervisory framework. 3. Investment adviser representative of MMA ASSET MANAGEMENT LLC (8 Tower Bridge Suite 1200, Conshohocken, PA), an affiliate of MMA Securities LLC. Provides wealth management and financial planning services during securities trading hours. 4. Winston Salem State University; 601 S Martin Luther King Drive, Winston-Salem, NC 27110; Not investment-related; Chairman of the Board of Trustees & Chair of the Endowment Committee; appointed to the Board in 2017; appointed to Chair in September 2022; approximately 5 hours per month; approximately 4 hours per month during securities trading hours. 5. United Way - Greater Greensboro; 1500 Yanceyville Street, Greensboro NC 27405; Not investment-related; Board Member & Committee co-chair of Tocqueville Society; Start date- 2019; approximate number of hours spent per month - 2 hours; approximate number of hours spent during securities trading hours - 1; Supports fundraising goals of the non-profit. 6. Greensboro Science Center; 4301 Lawndale Drive, Greensboro, NC 27455; Not Investment-Related; Board Member; start date - 2021; approximate number of hours spent per month - 2 hours; approximate number of hours spent during securities trading hours - 1; Supports fundraising goals of the non-profit. 7. Center City Investors, LLC; Not Investment Related; 301 N Elm St. Suite 100 Greensboro, NC 27401; Real estate investment partnership; Voting Partner; Start Date 8/2025; Spend 4 hours a month; 2 hours spent during securities trading hours; Determine the disposition of real estate, including identifying the best and highest use for a 10-acre site in downtown Greensboro
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-02 |
Reach out to this advisor