Best Investors
Account
Sign in
Best Investors
Account
Sign in
Greensboro, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cssc Brokerage Services, Inc. | Troy | MI | 03/2011 | 04/2018 |
| Cssc Investment Advisory Services, Inc. | Troy | MI | 03/2011 | 04/2018 |
| Us Navy Reserve | Greensboro | NC | 12/2007 | Present |
| Cogent Analytics, Llc | Greensboro | NC | 11/2016 | 03/2017 |
| Financial Transparency, Llc | Greensboro | NC | 04/2018 | Present |
| Envision Financial Transparency, Llc | Greensboro | NC | 07/2018 | Present |
US NAVY RESERVE, NON INVESTMENT REALTED, 7838 McCloud Road, Greensboro, NC 27409, Military, Training Officer and Intelligence Officer (Department Head), 3/1/04, ONE WEEKEND PER MONTH, THREE WEEKS PER YEAR, Unclassified intelligence briefs and Navy professional development training. JOSHUA TREE INVESTMENTS, INVESTMENT RELATED, 4202 Obriant Place, Greensboro NC 27410, FINANCIAL SERVICES, OWNER AND PRESIDENT, 7/30/10, MANAGERIAL AND SERVICING CLIENTS; INSURANCE AGENT, INSURANCE PRODUCER, 6/23/14, MEET WITH CLIENTS REGARDING INSURANCE NEEDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-14 |
Reach out to this advisor