Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-28 |
Branch Locations
1655 Hendersonville Rd., Asheville, NC 28803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sea Island Company | Sea Island | GA | 01/2021 | 03/2022 |
| Core Senior Benefits | Canton | GA | 02/2020 | 01/2021 |
| Unemployed | Ashville | NC | 10/2019 | 02/2020 |
| Grand Teton Lodge Company | Moran | WY | 05/2017 | 10/2019 |
| Publix Supermarkets | Lakeland | FL | 04/2014 | 05/2017 |
| Full Time Education | Valdosta | GA | 01/2011 | 12/2016 |
| Valic Financial Advisor, Inc. | New York | NY | 03/2022 | 07/2025 |
| Agia | Houston | TX | 12/2022 | 07/2025 |
| Western & Southern Life | Asheville | NC | 12/2025 | 04/2026 |
| W&S Brokerage Services, Inc. | Asheville | NC | 12/2025 | 04/2026 |
| Unemployed | Asheville | NC | 07/2025 | 12/2025 |
| Charles Schwab & Co., Inc. | Asheville | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-14 |
Reach out to this advisor