Best Investors
Account
Sign in
Best Investors
Account
Sign in
655 9Th Street, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-07-14 |
| NC | RA | APPROVED | 2026-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cardinal Gibbons High School | Raleigh | NC | 08/2016 | 06/2020 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2020 | 05/2024 |
| Daniels Restaurant & Catering | Apex | NC | 09/2019 | 07/2022 |
| Rocky River Golf Club | Concord | NC | 08/2022 | 08/2024 |
| Trump National Golf Club | Mooresville | NC | 09/2024 | 11/2025 |
| Unemployed | Charlotte | NC | 11/2025 | 04/2026 |
| Associate Staffing | Charlotte | NC | 04/2026 | 07/2026 |
| Principal Securities, Inc. | Charlotte | NC | 04/2026 | Present |
| Principal Advised Services | Charlotte | NC | 07/2026 | Present |
| Principal Bank | Charlotte | NC | 07/2026 | Present |
| Principal Life Insurance Company | Charlotte | NC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-18 |
Reach out to this advisor