Best Investors
Account
Sign in
Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-22 |
Branch Locations
8500 Andrew Carnegie Blvd Charlotte Trac, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 05/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 05/2026 | Present |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 02/2020 | 07/2022 |
| Wells Fargo Bank, Na | Charlotte | NC | 02/2019 | 02/2024 |
| Panda Express | Charlotte | NC | 10/2017 | 06/2018 |
| Stancil | Concord | NC | 06/2017 | 08/2017 |
| Extended Travel | Tegucigalpa | 02/2017 | 05/2017 | |
| Homemaker | Los Angeles | CA | 10/2016 | 02/2017 |
| Roby G Construction | Charlotte | NC | 07/2016 | 10/2016 |
| Homemaker | Charlotte | NC | 06/2018 | 02/2019 |
| Homemaker | Charlotte | NC | 02/2024 | 07/2024 |
| Ubs Financial Services, Inc | Charlotte | NC | 07/2024 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 06/2025 | 05/2026 |
| Amazon | Charlotte | NC | 08/2022 | 08/2022 |
| Capstone Logistics | Charlotte | NC | 06/2024 | 08/2024 |
| Bank Of America, N.A. | Charlotte | NC | 06/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-24 |
Reach out to this advisor