Best Investors
Account
Sign in
Best Investors
Account
Sign in
2015 Boundary Street 2Nd Floor, Beaufort, SC 29902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-10 |
Branch Locations
2015 Boundary Street 2Nd Floor, Beaufort, SC 29902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | New York | NY | 06/2015 | 07/2017 |
| Verity & Verity, Llc Dba Verity Investment Partners | Beaufort | SC | 07/2017 | Present |
Lowcountry Legal Volunteers Not investment related; not compensated Board of Trustees Member and Finance Chair January 2021-August 2024 1-2hrs/month Oversees and reviews the organization's financial health and provides quarterly update to the Board; work with the Executive Director in the planning/budgeting process to ensure the organization's long-term Duke's Fuqua School of Business Alumni Board Not investment related; not compensated Board Member August 2022-Present 1-2hrs/month + 2 on-campus meetings/yr Work on several subcommittees that help increase awareness, interest, and active engagement from alumni to foster a strong, lifelong bond with Fuqua
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-09-04 |
Reach out to this advisor