Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | New Bern | NC | 01/2011 | 09/2016 |
| Bb&T Bank | New Bern | NC | 09/2016 | 01/2019 |
| Bb&T Investment Services, Inc. | Charlotte | NC | 10/2016 | Present |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | Present |
| Bb&T | New Bern | NC | 01/2019 | Present |
| Truist Investment Services, Inc. | New Bern | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
CAROLINAEAST FOUNDATION POSITION: Secretary NATURE: I'm on the Board of Directors for our local hospital, CarolinaEast Medical Center's foundation. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: 2007 Neuse Blvd, Suite B, New Bern NC 28560
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-11 |
Reach out to this advisor