Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intersection | New York | NY | 01/2017 | 11/2017 |
| Pacific Investment Management Company Llc | New York | NY | 11/2017 | 10/2021 |
| Pimco Investments Llc | New York | NY | 11/2017 | 10/2021 |
| Johnson Lexus | Durham | NY | 01/2016 | 12/2016 |
| Charles Schwab & Co., Inc. | Chapel Hill | NC | 10/2021 | 01/2025 |
| Charles Schwab Bank, Ssb | Chapel Hill | NC | 10/2021 | 01/2025 |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-07 |
Reach out to this advisor