Best Investors
Account
Sign in
Best Investors
Account
Sign in
3464 Maybank Highway Unit E, Johns Island, SC 29455 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-21 |
| NY | RA | APPROVED | 2024-08-14 |
| FL | RA | APPROVED | 2021-08-26 |
| TX | RA | APPROVED_RES | 2021-07-09 |
| NJ | RA | APPROVED | 2015-05-22 |
| PA | RA | APPROVED | 2015-05-22 |
| SC | RA | APPROVED | 2015-02-11 |
Branch Locations
3464 Maybank Highway Unit E, Johns Island, SC 29455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastal Wealth Advisors, Llc | Johns Island | SC | 02/2015 | Present |
Insurance License; investment-related; 1606 Fishbone Drive, Johns Island, SC; insurance sales; September 2022; Less than 5 hours per month; 0 during trading hours; Insurance sales BellaBrucke, LLC; NOT investment related; 1606 Fishbone Drive, Johns Island, SC; Real Estate Holding Company; Co-Owner (with my wife); Co-Owner; December 2024; Less than 1 hour per month; 0 during trading hours; Real estate holding
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-24 |
| S66 | Uniform Combined State Law Examination | 2006-10-26 |
Reach out to this advisor