Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-09 |
| TX | RA | APPROVED | 2026-02-09 |
Branch Locations
14215 Market Square Dr, Huntersville, NC 28078 • United States
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Winston Salem | NC | 04/2011 | 11/2021 |
| Wells Fargo Clearing Services, Llc | Winston-Salem | NC | 04/2011 | 11/2021 |
| Pinnacle Financial Bank | Concord | NC | 11/2021 | 10/2024 |
| Raymond James Financial Services, Inc. | Concord | NC | 03/2022 | 10/2024 |
| Raymond James Financial Services Advisors, Inc. | Concord | NC | 03/2022 | 10/2024 |
| Pinnacle Financial Partners | Concord | NC | 11/2021 | 10/2024 |
| J.P. Morgan Securities Llc | Charlotte | NC | 10/2024 | 02/2026 |
| Jpmorgan Chase Bank, N.A. | Charlotte | NC | 10/2024 | 02/2026 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-07 |
Reach out to this advisor