Best Investors
Account
Sign in
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-13 |
| MO | RA | APPROVED | 2026-04-27 |
| TX | RA | APPROVED_RES | 2026-04-06 |
| OK | RA | APPROVED | 2026-02-09 |
| NH | RA | APPROVED | 2026-02-05 |
| FL | RA | APPROVED | 2026-01-26 |
| NY | RA | APPROVED | 2026-01-02 |
| OH | RA | APPROVED | 2025-12-03 |
| NJ | RA | APPROVED | 2025-03-19 |
| GA | RA | APPROVED | 2023-03-30 |
| NC | RA | APPROVED | 2023-01-09 |
| SC | RA | APPROVED | 2022-08-30 |
Branch Locations
200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2014 | 12/2019 |
| First Citizens Bank | Columbia | SC | 12/2019 | 08/2022 |
| First Citizens Investor Services | Raleigh | NC | 12/2019 | 08/2022 |
| Td Bank N.A. | Columbia | SC | 08/2022 | Present |
| Td Private Client Wealth Llc | Columbia | SC | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-09 |
Reach out to this advisor