Best Investors
Account
Sign in
Best Investors
Account
Sign in
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Woodstock | GA | 07/2014 | 02/2017 |
| Wells Fargo Advisors, Llc | Woodstock | GA | 07/2014 | 11/2016 |
| Suntrust Investment Services, Inc | Atlanta | GA | 02/2017 | 07/2023 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 02/2017 | 07/2023 |
| First Citizens Investor Services | Raleigh | NC | 08/2023 | Present |
| First Citizens Bank | Atlanta | GA | 08/2023 | Present |
| Wells Fargo Clearing Services, Llc | Woodstock | GA | 11/2016 | 02/2017 |
PROBONO PARTNERSHIP OF ATLANTA POSITION: I am a member of the Advisory Committee. NATURE: Coaching, Refereeing or Volunteering INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2024 ADDRESS: 999 Peachtree St Ne, Ste 2300, Atlanta GA 30309, United States DESCRIPTION: Non-profit meeting legal needs of other non-profits in the Greater Atlanta area
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-22 |
Reach out to this advisor