Best Investors
Account
Sign in
Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-21 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | Orlando | FL | 08/2015 | 05/2021 |
| Fidelity Investments | Charlotte | NC | 06/2021 | 09/2021 |
| Lpl Financial Llc | Charlotte | NC | 12/2021 | 07/2022 |
| Secu Brokerage Services | Raleigh | NC | 05/2023 | 11/2023 |
| Acg Auto Group / Auto Club Of America | Charlotte | NC | 02/2024 | 04/2024 |
| Ups | Charlotte | NC | 11/2023 | 01/2024 |
| Event Management | Charlotte | NC | 11/2021 | 12/2022 |
| Bank Of America, N.A. / Merrill Edge | Charlotte | NC | 04/2024 | 10/2025 |
| Lpl Enterprise Llc | Charlotte | NC | 11/2025 | 06/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2026 | Present |
| Tiaa | Charlotte | NC | 07/2026 | Present |
| Ttec | Charlotte | NC | 01/2026 | 05/2026 |
| Unemployed | Charlotte | NC | 09/2021 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 04/2024 | 10/2025 |
| Credit Union Investment Services | Charlotte | NC | 05/2023 | 11/2023 |
| Vanguard Advisers, Inc. | Charlotte | NC | 06/2022 | 04/2023 |
| Vanguard Marketing Corporation | Charlotte | NC | 06/2022 | 04/2023 |
| Fidelity Brokerage Services Llc | Charlotte | NC | 06/2021 | 09/2021 |
| Allstate Financial Advisors, Llc | Orlando | FL | 08/2015 | 05/2021 |
| Allstate Financial Services, Llc | Orlando | FL | 08/2015 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-23 |
Reach out to this advisor