Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-01 |
Branch Locations
400 N. Tampa Street Suite 1800, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Tampa | FL | 11/2021 | 08/2024 |
| Truist Bank | Sun City Center | FL | 04/2021 | 11/2021 |
| Suntrust/Truist Bank | Alexandria | VA | 06/2020 | 04/2021 |
| Suntrust/Trust Bank | Knoxville | TN | 11/2019 | 06/2020 |
| Uptown Bar | Knoxville | TN | 08/2017 | 03/2020 |
| Mcallister'S Deli | Knoxville | TN | 08/2016 | 12/2016 |
| University Of Tennessee | Knoxville | TN | 08/2014 | 12/2019 |
| Truist Investment Services, Inc | Tampa | FL | 08/2024 | 04/2026 |
| Trust Advisory Services, Inc. | Tampa | FL | 08/2024 | 04/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 04/2026 | Present |
| Capfinancial Securities, Llc. | Raleigh | NC | 04/2026 | Present |
RENTAL PROPERTY POSITION: Landlord/Property Owner NATURE: Rental Property in Alexandria, VA. Acting as owner of condo unit, property is managed by a home property management company, and is leased by tenants. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2021 ADDRESS: , Alexandria VA , United States DESCRIPTION: Owner of property, pay mortgage and condo fee. UBER EATS POSITION: Uber Eats Driver/Contractor NATURE: Online food ordering, hospitality industry. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2024 ADDRESS: San Francisco CA, United States DESCRIPTION: Picking up Uber Eats orders from restaurants where orders are placed and delivering them to customer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-07 |
Reach out to this advisor