Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth Llc | Asheville | NC | 12/2013 | 07/2025 |
| Td Bank, N.A. | Asheville | NC | 12/2013 | 07/2025 |
| Truist Investment Services, Inc | Asheville | NC | 07/2025 | Present |
| Truist Advisory Services, Inc | Asheville | NC | 07/2025 | Present |
INVESTMENT REAL ESTATE POSITION: Joint owner NATURE: Own 50% residential SFH in south Charlotte, NC with my cousin. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2001 ADDRESS: Charlotte NC, United States DESCRIPTION: Maintain the property and collect rent. INVESTMENT REAL ESTATE POSITION: Joint owner NATURE: Office rental of small office building in Suffolk, Va. I own 50% w/ my brother. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: Suffolk VA, United States DESCRIPTION: Maintain property and collect rent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-27 |
Reach out to this advisor