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 | 2026-08-07 |
| NC | RA | APPROVED | 2026-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associate Staffing | Charlotte | NC | 04/2026 | 07/2026 |
| Principal Securities Inc | Charlotte | NC | 04/2026 | Present |
| Unemployed | Charlotte | NC | 01/2026 | 04/2026 |
| Consolidated Planning | Charlotte | NC | 11/2025 | 01/2026 |
| Unemployed | Charlotte | NC | 06/2025 | 11/2025 |
| Charles Schwab | Phoenix | AZ | 06/2023 | 06/2025 |
| Secured Financial Solutions | Scottsdale | AZ | 06/2021 | 06/2023 |
| Mountainside Fitness | Scottsdale | AZ | 07/2018 | 06/2021 |
| Blue Ridge High School | Lakeside | AZ | 01/2014 | 07/2018 |
| 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