Best Investors
Account
Sign in
Best Investors
Account
Sign in
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-26 |
Branch Locations
3626 N Main St, Hope Mills, NC 28348 • United States
1701 Owen Dr, Fayetteville, NC 28304 • United States
2569 Rock Merritt Avenue, Fort Bragg, NC 28307 • United States
3604 Ramsey St , Fayetteville, NC 28311 • United States
520 Westwood Shopping Center, Fayetteville, NC 28314 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Fayetteville | NC | 03/2016 | 01/2018 |
| Bb&T Securities, Llc | Spring Lake | NC | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Fayetteville | NC | 02/2021 | 01/2024 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 01/2024 |
| First Citizens Investor Services | Raleigh | NC | 01/2024 | Present |
1) STEVEN R HOLTZ REVOCABLE TRUST POSITION: trustee NATURE: Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/25/2013 ADDRESS: 4031 Batesburg Dr, Hope Mills NC 28348 DESCRIPTION: I am one of two named trustees on a family trust. My father is the primary trustee and he handles all current trustee powers. I do not exercise any powers and will not exercise any powers unless my father either dies or becomes incompetent. There are no investments held in the trust, only personal bank accounts. I am not compensated in any way by the trust, although I am listed as one of three beneficiaries to inherit any remaining trust assets after both of my parents die. 2) CORADA PROPERTIES, LLC POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2016 ADDRESS: 300 Shawcroft Rd, Fayetteville NC 28311, United States DESCRIPTION: I am the sole member/manager of Corada Properties, LLC. This LLC exists for the sole purpose of holding residential real estate property. The LLC is active but currently holds no property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-10 |
Reach out to this advisor