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 | 2025-09-26 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jersey Mikes | Mint Hill | NC | 03/2016 | 05/2022 |
| Raymond James Financial Services, Inc. | Monroe | NC | 06/2022 | 08/2023 |
| Central Piedmont Community College | Charlotte | NC | 01/2020 | 12/2023 |
| Tiaa | Charlotte | NC | 07/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2025 | Present |
| Unc Charlotte | Charlotte | NC | 01/2024 | 06/2025 |
| Consolidated Planning Llc | Charlotte | NC | 06/2024 | 01/2025 |
| Porter Ridge High School | Indian Trail | NC | 07/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-26 |
Reach out to this advisor