Best Investors
Account
Sign in
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-03 |
Branch Locations
128 S Tryon Street, Charlotte, NC 28202 • United States
53 State St 28Th Floor, Boston, MA 02109 • United States
53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-02 |
Branch Locations
53 State Street 28Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Svb Wealth Llc | Boston | MA | 09/2022 | Present |
| Blackfriar Pub | Dallas | TX | 06/2022 | 08/2022 |
| Maclean Consulting Llc | Autin | TX | 10/2021 | 06/2022 |
| Sandbar Jetties Beach | Nantucket | MA | 09/2021 | 10/2021 |
| Caliber Home Loans | Coppell | MA | 06/2021 | 09/2021 |
| Southern Methodist University | Dallas | TX | 08/2017 | 06/2021 |
| Southwest Spirits Distillery | Dallas | TX | 06/2020 | 08/2020 |
| Well Alkaline Water | Corona Del Mar | CA | 06/2019 | 06/2020 |
| Corona Del Mar Middle/ High School | Newport Beach | CA | 09/2012 | 08/2017 |
| First Citizens Investor Services | Raleigh | NC | 09/2025 | Present |
| Rover | Scituate | MA | 10/2025 | Present |
| First Citizens Bank | Boston | MA | 09/2025 | Present |
1) FCIS; 8540 Colonnade Center Drive, Raleigh, NC 27615; FCIS is an affiliated Firm. 160 hr/month; 140 during trading hours. 2) ROVER POSITION: Contractor NATURE: Outside Employment (retail job, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/11/2025 ADDRESS: 47 Pennfield Rd, Scituate MA 02066, United States DESCRIPTION: Pet care / walking service
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-06 |
| S65 | Uniform Investment Adviser Law Examination | 2022-10-24 |
Reach out to this advisor