Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Charlotte | NC | 11/2012 | 03/2023 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2023 |
| Charles Schwab & Co., Inc. | Charlotte | NC | 05/2023 | Present |
| Charles Schwab Bank, Ssb | Charlotte | NC | 05/2023 | Present |
Aument Properties LLC |Investment Related:No|Real Estate (Non-Agent/Broker)|Partner|2020-10-29|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I used to own a rental property in my LLC. I have sold the property but the LLC is still active in North Carolina
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-08-16 |
Reach out to this advisor