Best Investors
Account
Sign in
Best Investors
Account
Sign in
3831 Old Forest Rd Suite 6, Lynchburg, VA 24501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-04 |
Branch Locations
3831 Old Forest Rd Suite 6, Lynchburg, VA 24501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Inc. | New York | NY | 09/2006 | 02/2025 |
| Laneve Financial Guidance Llc | Lynchburg | VA | 02/2025 | 09/2025 |
| Charmarline Capital Partners | Cary | NC | 08/2021 | Present |
| Charmarline Wealth Management | Cary | NC | 08/2025 | Present |
1. Charmarline Capital Partners; Investment-Related; Same as Reported Business Location; Rental Properties ; Owner; August 11, 2021; Approx. 2 hours per month; Oversee rental properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-29 |
| S66 | Uniform Combined State Law Examination | 2006-09-22 |
Reach out to this advisor