Best Investors
Account
Sign in
Best Investors
Account
Sign in
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-20 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
227 W. Trade Street Suite 1100, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Huntersville | NC | 01/2016 | 02/2017 |
| Park Avenue Securities Llc | Huntersville | NC | 04/2016 | 02/2017 |
| The Vanguard Group, Inc. | Charlotte | NC | 02/2017 | 03/2026 |
| Cleary University | Ann Arbor | MI | 06/2018 | 12/2024 |
| Vanguard Marketing Corporation | Charlotte | NC | 02/2017 | 03/2026 |
| Choreo, Llc | Charlotte | NC | 04/2026 | Present |
NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: HUNTERSVILLE, NC NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 08/2020 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-19 |
Reach out to this advisor