Best Investors
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1225 Huffman Mill Rd Suite 203, Burlington, NC 27215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-13 |
Branch Locations
1225 Huffman Mill Rd Suite 203, Burlington, NC 27215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Mebane | NC | 02/2023 | 09/2025 |
| Wells Fargo Bank, Na | Mebane | NC | 07/2021 | 09/2025 |
| Wendys | Burlington | NC | 08/2009 | 07/2021 |
| Wells Fargo Advisors | Mebane | NC | 03/2023 | 09/2025 |
| Provident Wealth Management, Inc. Dba Provident Wealth Managemen | Burlington | NC | 10/2025 | Present |
| Provident Insurance Group, Inc. | Burlington | NC | 09/2025 | Present |
PROVIDENT INSURANCE GROUP, INC.; INV REL; BURLINGTON, NC; INS SALES AND SERVICES; INS AGENT; 09/2025; APPRX 40 HRS/MO; 40 DUR SEC TRADING. NOTARY PUBLIC; NOT INV REL; BURLINGTON, NC; NOTARY; 09/2025; MINIMAL TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-21 |
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