Best Investors
Account
Sign in
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-09 |
| OH | RA | APPROVED | 2025-06-03 |
| FL | RA | APPROVED | 2025-05-29 |
| NJ | RA | APPROVED | 2025-05-29 |
| CA | RA | APPROVED | 2025-05-28 |
| IL | RA | APPROVED | 2025-05-28 |
| MD | RA | APPROVED | 2025-05-28 |
| MI | RA | APPROVED | 2025-05-28 |
| NH | RA | APPROVED | 2025-05-28 |
| NY | RA | APPROVED | 2025-05-28 |
| NC | RA | APPROVED | 2025-05-28 |
| PA | RA | APPROVED | 2025-05-28 |
| VA | RA | APPROVED | 2025-05-28 |
| KY | RA | APPROVED | 2024-04-08 |
| SC | RA | APPROVED | 2024-01-26 |
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 |
|---|---|---|---|---|
| Td Bank N.A. | Greenville | SC | 11/2021 | Present |
| Truist | Greer | SC | 02/2021 | 10/2021 |
| Wells Fargo | Taylors | SC | 06/2014 | 02/2021 |
| Td Private Client Wealth Llc | Greenville | SC | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-30 |
Reach out to this advisor