Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Creedmoor | NC | 08/2020 | 09/2025 |
| Avantax Advisory Services | Creedmoor | NC | 08/2020 | 09/2025 |
| My Nc Homes Llc | Chapel Hill | NC | 12/2014 | 06/2025 |
| Cozart And Edwards, Pa | Creedmoor | NC | 08/2018 | Present |
| Wreaths Of Distinction, Inc. | Creedmoor | NC | 01/2018 | 10/2023 |
| Avantax Insurance Agency, Llc | Creedmoor | NC | 08/2020 | 09/2025 |
| Outdoor Decor Inc | Creedmoor | NC | 10/2023 | Present |
| Cetera Wealth Services, Llc | Creedmoor | NC | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Premier Advantage Realty | Chapel Hill | NC | 06/2025 | Present |
1) Cozart and Edwards, PA~'IR'~102 N. Main Street~Creedmoor~NC~27522~Accounting Services/Tax Preparation~Employee~8/7/2018~96hrs~96hrs~I process tax returns and am an assistant to a financial advisor. I answer client phone calls, email correspondence, and filing paperwork. 2) Wreaths of Distinction, Inc~'NIR'~PO Box 170~Creedmoor~NC~27522~Other~Employee~1/1/2018~8hrs~2hrs~I am in an assistant role. This includes bill pay, email correspondence with clients, and sales follow ups. 3) OUTDOOR DECOR INC POSITION: Sales Manager NATURE: seasonal outdoor decorating INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2023 ADDRESS: 102 North Main St., Creedmoor NC 27522, United States DESCRIPTION: contacting clients regarding seasonal outdoor decorations 4) COZART & EDWARDS, PA POSITION: Assistant NATURE: Investment paperwork, pay bills, A/P, A/R INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/01/2018 ADDRESS: 102 North Main St., Creedmoor NC 27522, United States DESCRIPTION: Investment paperwork, pay bills, A/P, A/R 5) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES. POSITION: rep NATURE: sell insurance through Avantax INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/31/2022 ADDRESS: 102 North Main St., Creedmoor NC 27522, United States DESCRIPTION: sell insurance through Avantax
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-30 |
Reach out to this advisor