Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-28 |
| TX | RA | APPROVED | 2020-04-20 |
| NC | RA | APPROVED | 2020-02-16 |
Branch Locations
941 Houston Northcutt Blvd Suite 100, Mt Pleasant, SC 29464 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 02/1990 | 01/2020 |
| Bank Of America, N.A. | Charlotte | NC | 12/2009 | 01/2020 |
| Ubs Financial Services Inc. | Charlotte | NC | 01/2020 | Present |
1. Mogado Acquisitions, LLC, Charlotte NCUnited States-28226, Company, My wife's business of which i am a 50% owner and/or member of the LLC. The buisness is an online Teletherapy business by the name of WIngs for Me, Partner, start date-1/31/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1981-04-17 |
Reach out to this advisor