Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-22 |
Branch Locations
2320 Cascade Pointe Blvd Ste 200, Charlotte, NC 28208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Charlotte | NC | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 07/2021 |
| Valic Financial Advisors, Inc | Greensboro | NC | 07/2021 | 03/2022 |
| Truist Investment Services, Inc | Charlotte | NC | 03/2022 | Present |
| Truist Advisor Services, Inc | Charlotte | NC | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-22 |
Reach out to this advisor