Best Investors
Account
Sign in
Best Investors
Account
Sign in
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-02-01 |
Branch Locations
333 North Greene Street Suite 400, Greensboro, NC 27401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Washington | DC | 01/2014 | 04/2017 |
| Datavest | Cedar Grove | CA | 04/2017 | 09/2020 |
| Principal Securities | Raleigh | NC | 09/2020 | 03/2021 |
| Primary Caregiver | Cedar Grove | NC | 03/2021 | Present |
| S. Sean Fitts | Raleigh | NC | 12/2022 | 01/2023 |
| Robert Fussell | Raleigh | NC | 12/2022 | 01/2023 |
| Vaughan Hoban | Raleigh | NC | 12/2022 | 01/2023 |
| Casey Peterson | Raleigh | NC | 12/2022 | 01/2023 |
| S. Sean Fitts | Raleigh | NC | 01/2023 | Present |
| Robert Fussell | Raleigh | NC | 01/2023 | Present |
| Vaughan Hoban | Raleigh | NC | 01/2023 | Present |
| Casey Peterson | Raleigh | NC | 01/2023 | Present |
| Northwestern Mutual Investment Services, Llc | Raleigh | NC | 01/2023 | Present |
| James Wheeler | Greensboro | NC | 01/2023 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2023 | Present |
| Cody James Wittman | Greensboro | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-25 |
| S66 | Uniform Combined State Law Examination | 2014-04-07 |
Reach out to this advisor