Best Investors
Account
Sign in
Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-12 |
| FL | RA | APPROVED | 2025-03-17 |
| MD | RA | APPROVED | 2022-10-06 |
| NH | RA | APPROVED | 2022-04-19 |
| MA | RA | APPROVED | 2021-10-25 |
| AZ | RA | APPROVED | 2021-08-12 |
| NY | RA | APPROVED | 2021-04-16 |
| AL | RA | APPROVED | 2020-07-09 |
| KY | RA | APPROVED | 2020-06-05 |
| GA | RA | APPROVED | 2018-09-27 |
| NJ | RA | APPROVED | 2018-05-10 |
| VA | RA | APPROVED | 2017-11-16 |
| NC | RA | APPROVED | 2015-11-19 |
| SC | RA | APPROVED | 2015-11-19 |
Branch Locations
233 N. Main Street Suite 202, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | Greer | SC | 07/2015 | Present |
| Guardian | Grennville | SC | 11/2015 | Present |
| Park Ave Securities | Greenville | SC | 11/2015 | Present |
1. Insurance other than Guardian-United healthcare-Medicare Advantage/Dental vision- Bluecross Blueshield, Start: 07/04/2016, Address: 15 South Main St Suite 401 Greenville, SC 29601, 20 total hours per month, 20 during securities trading hours, Investment related, More than 10% annual compensation, 2) Navigation Planning Group-DBA used for life insurance and securities business., Start: 12/20/2018, Address: 233 north main St ste. 202 , Greenville, SC 29601, 1 total hour per month; 0 during securities trading hours, Investment related, No annual compensation, 3) MSCMB LLC, Nature: LLC for real estate holding, Start: 1/1/2026, Address: 20 Red Shirt Ct, Greer, SC 29651, Duties: Owner/Rental Property, 10 total hrs/month; 10 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-13 |
Reach out to this advisor