Best Investors
Account
Sign in
Best Investors
Account
Sign in
Mint Hill, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED_RES | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2018 | 11/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2015 | 11/2018 |
| University Of North Carolina At Charlotte | Charlotte | NC | 10/2018 | 02/2019 |
| Bold Music | Charlotte | NC | 01/2020 | 08/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2019 | 12/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2019 | 12/2019 |
| Blueprint Financial Advisors | Greensboro | NC | 05/2023 | 08/2026 |
| Kingswood Capital Partners, Llc | Mint Hill | NC | 06/2023 | 01/2024 |
| Cambridge Investment Research, Inc. | Mint Hill | NC | 06/2020 | 06/2023 |
| Cambridge Investment Research Advisors, Inc. | Mint Hill | NC | 06/2020 | 06/2023 |
| Six Strings Of Wealth, Llc Dba Miller Wealth Partners | Mint Hill | NC | 08/2026 | Present |
1. Independent Insurance Agent, Investment-related, Mint Hill, NC, 30 hours per month and during trading hours, sell and service insurance and fixed annuity products. 2. The Parkinson Association of the Carolinas, not investment related 501(c)3 organization, 2101 Sardis Rd N #102 Charlotte, NC 2822, Board Member since 7/2024 and Finance Committee Member since 7/2023, 5 hours per month and 0 during market hours, duties include review and approval of budget, review monthly financial reconciliation, and attend fundraising events to raise money for the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-15 |
Reach out to this advisor