Best Investors
Account
Sign in
Asheville, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-29 |
| FL | RA | APPROVED | 2018-01-09 |
| NC | RA | APPROVED | 2017-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Asset Management | Minneapolis | MN | 11/2016 | 10/2017 |
| Coleman Advisory Llc | Asheville | NC | 01/2016 | Present |
COLEMAN ADVISORY LLC. POSITION: Insurance Agent. NATURE: Review clients' needs for Life, LTC and annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/16/2016 ADDRESS: 303 Cricklewood Square, Apt 303I, Asheville, North Carolina 28804, United States DESCRIPTION: Sales and service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1981-06-05 |
Reach out to this advisor