Best Investors
Account
Sign in
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-29 |
Branch Locations
53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-29 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-01 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Bank | Charlotte | NC | 04/2013 | 02/2020 |
| First Citizens Investor Services | Raleigh | NC | 09/2015 | 01/2020 |
| Pnc Capital Markets, Llc | Raleigh | NC | 02/2020 | 07/2024 |
| Pnc Bank | Pittsburgh | PA | 02/2020 | 07/2024 |
| Pnc Capital Advisors, Llc | Baltimore | MD | 02/2020 | 07/2024 |
| First Citizens Investor Services | Raleigh | NC | 11/2024 | Present |
| First Citizens Bank | Raleigh | NC | 07/2024 | Present |
| First Citizens Asset Management | Raleigh | NC | 06/2026 | Present |
| Svb Wealth | Boston | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-10-20 |
Reach out to this advisor