Best Investors
Account
Sign in
Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-12-08 |
Branch Locations
628 Green Valley Rd., Ste. 206, Greensboro, NC 27408 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Raleigh | NC | 12/2013 | 09/2018 |
| Financial Directions | Cary | NC | 09/2018 | 09/2020 |
| First Allied Securities, Inc. | San Diego | CA | 09/2018 | 09/2020 |
| First Allied Advisory Services, Inc | San Diego | CA | 09/2018 | 09/2020 |
| Capfinancial Securities Llc | Raleigh | NC | 09/2020 | Present |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 09/2020 | Present |
East Bend Holdings LLC; Investment-Related: No; private residence; Nature rental property ; Title managing member; Start; 12/15/22; Hours/Month: 1; Hours during Market Hours:0 ;Duties: manage office park
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-10 |
Reach out to this advisor