Best Investors
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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2009-09-02 |
Branch Locations
801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Employees' Credit Union | Raleigh | NC | 12/2008 | Present |
| Secu Brokerage Services | Raleigh | NC | 12/2008 | Present |
| Credit Union Investment Services | Raleigh | NC | 05/2009 | Present |
| Members Trust Company | Tampa | FL | 09/2012 | Present |
| Secu Life Insurance Company | Raleigh | NC | 09/2014 | Present |
STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES, OSJ OFFICE ADDRESS: RALEIGH, NC. DEVOTE APPROXIMATELY 95% OF TIME TO OTHER BUSINESS. START DATE: 12/2004. TITLE: VP IRA SERVICES. MEMBERS TRUST COMPANY. INVESTMENT RELATED BUSINESS. NATURE: TRUST SERVICES. ADDRESS: 14025 RIVEREDGE DRIVE, SUITE 280, TAMPA, FL 33637. SPEND APPROXIMATELY 1% OF TIME CONDUCTING MTC BUSINESS. START DATE: SEPTEMBER, 2012. TITLE: TRUST REP. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 9/2014. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. Best Appliance Repair, Inc. 3650-171 Rogers Road, Wake Forest, NC 27587. Nature: Construction/Trade. Title: spouse of business owner. Duties: help with some accounting duties: make transactions in business banking acct., send out bills, collecting debts from customers, make payments to employees and file year end forms for IRS. Start date: 11/2016. Hrs/mo, 10. None during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-01 |
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