Best Investors
Account
Sign in
Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2014-11-20 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Waxhaw, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 08/2014 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 08/2014 | Present |
VACATION RENTAL PROPERTY POSITION: Owner NATURE: Real Estate - Vacation Rental Property that generates rental income INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/20/2020 ADDRESS: 301 N. Pinnacle Ridge Rd., Beech Mountain NC 28604, United States DESCRIPTION: managed by a rental company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-21 |
Reach out to this advisor