Best Investors
Account
Sign in
2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-02 |
Branch Locations
2225 Lexington Rd, Louisville, KY 40206 • United States
3604 Shannon Road Suite 105, Durham, NC 27707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2022 | 01/2025 |
| Northwestern Mutual Investment Services Llc | Raleigh | NC | 07/2022 | 01/2025 |
| Brookshire Grocery Company | Shreveport | LA | 11/2020 | Present |
| Diamond Realty And Associates Llc | Bossier City | LA | 05/2022 | Present |
| Harris Teeter | Raleigh | NC | 06/2009 | 11/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2022 | 01/2025 |
| Private Client Services | Durham | NC | 01/2025 | Present |
1) 129 Andrew Pl. 29 Andrew Pl, Bossier City, LA 71111. Investment property. Owner, collect rents assist in managing property. 0-5 hrs/mo; 0-5 hrs during trading hrs. 2) Built 2 Clean. 2032 Curry Meadow Way, Durham, NC 27703. Housekeeping business for residential and commercial cleaning. Helping with business planning, pricing and overall structure. 0 hrs/mo. Not investment related. 3) C Squared Renovations. 2032 Curry Meadow Way, Durham, NC 27703. Renovate homes and build new homes. Investor capital. 0-5 hrs/mo; 0-5 during trading hrs. Investment related. 4) EEAC Construction. 2032 Curry Meadow Way, Durham, NC 27703. Renovate homes and build new homes. Capital partners and help with strategy around development. 0-5 hrs/mo; 0-5 during trading hrs. Investment related. 5) Insurance Brokerage. 3016 Shannon Road, Suite 105, Durham, NC 27707. Sales for insurance products such as life, long term care, disability and annuities. Owner. 5-10 hrs/mo; 5-10 during trading hrs. Investment related. 6) 307 Conrad Lane. 307 Conrad Lane, Wake Forest, NC 27587. Investment property. Owner. 0-5 hrs/mo; 0-5 during trading hrs. Investment related. 7) 609 Saint Vincent Drive. 609 Saint Vincent Drive, Wilmington, NC 28412. Investment property. Owner, collect rents assist in managing property. 0-5 hrs/mo; 0-5 during trading hrs. 8) 2121 Stradivarius Lane. 2121 Stradivarius Lane, Carrolton, TX 75007. Investment property. Owner, collect rents assist in managing property. 0-5 hrs/mo; 0-5 during trading hrs. Investment related. 9) MBL Holdings. 2032 Curry Meadow Way, Durham, NC 27703. Holding company for commercial real estate. Owner. 0-5 hrs/mo; 0-5 during trading hrs. Investment related. 10) Health insurance sales. Selling health insurance and doing health insurance reviews. Sales rep, helping clients get policies and review contracts. 5 hrs/mo; 5 during trading hrs. Not investment related. 11) Connor Low; not investment-related; 2032 Curry Meadow Way, Durham, NC 27703; this business provides professional coaching services focused on personal development, goal setting, and general life and career organization. Services are educational and motivational in nature and are not intended to provide legal, tax, or investment advice; owner and coach, providing one-on-one services; start date 01/2026; 3 hours per month; 2 hours per month during trading hours. 12) Connor Low; not investment-related; 2032 Curry Meadow Way, Durham, NC 27703; professional income tax preparation, filing, and compliance services for individuals and small businesses, including federal and state returns, tax reporting assistance, and ongoing tax support; owner and enrolled agent; start date 01/2026; 10 hours per month; 5 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-10 |
Reach out to this advisor