Best Investors
Account
Sign in
5900 Core Rd. Suite 201, Charleston, SC 29406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2019-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 03/2011 | Present |
| Voya Financial Advisors | Charleston | SC | 09/2014 | 05/2017 |
| Coastal Equities, Inc. | Wilmington | DE | 07/2017 | 04/2018 |
| Coastal Investment Advisors, Inc (Dba Veritas Wealth Management) | Wilmington | DE | 09/2017 | Present |
| Fortune Financial Services, Inc | Monaca | PA | 05/2018 | Present |
The Ragnar Group Inc - holding company for 1) VERITAS INDEPENDENT INSURANCE AGENT;YES;CHARLESTON, SC;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;02/26/2013;61;0;SALES OF FIXED INSURANCE 2) RIA: VERITAS WEALTH MANAGEMENT;YES;1761 Nantahala Blvd, Mt. Pleasant, SC 29464 ;SALE & SERVICE FIXED INSURANCE ,SECURITIES AND INVESTMENT PRODUCTS ;FINANCIAL SERVICES/DBA;OWNER;05/15/2016;160/160 3) P&C thru EDMUND ANDREW CO ---- successor trustee of father's revocable trust ---- Heartland payroll; 3/22/2022 - 0 hrs - referral compensation for business clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-04 |
Reach out to this advisor