Best Investors
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Account
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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-07 |
Branch Locations
11 West 42Nd Street, New York, NY 10036 • United States
128 S Tryon Street, Charlotte, NC 28202 • United States
53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-21 |
Branch Locations
11 West 42Nd Street 13Th Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Svb Wealth Llc | New York | NY | 09/2022 | Present |
| Svb Wealth Llc (F/K/A Boston Private Wealth Llc) | New York | NY | 07/2020 | 09/2022 |
| Deutsche Bank | New York | NY | 06/2019 | 08/2019 |
| Deutsche Bank | New York | NY | 06/2018 | 08/2018 |
| University Of Virginia | Charlottesville, | VA | 08/2016 | 05/2020 |
| First Citizens Investor Services | Raleigh | NC | 10/2025 | Present |
| First Citizens Bank | New York | NY | 10/2025 | Present |
First Citizens Investor Services, 8540 Colonnade Center Drive, Raleigh, NC 27615 FCIS is an affiliated Firm; role is Affluent Wealth Advisor; 160 hours/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-25 |
| S65 | Uniform Investment Adviser Law Examination | 2022-11-21 |
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