Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-10-09 |
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Charlotte | NC | 02/1998 | Present |
| Bb&T Securities, Llc | Mint Hill | NC | 01/2018 | Present |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-08 |
| S65 | Uniform Investment Adviser Law Examination | 1996-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-05 |
Reach out to this advisor