Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Fuquay Varina, NC • United States
100 New Millennium Way, Durham, NC 27709-8204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Masonry | Cary | NC | 08/2016 | 11/2016 |
| Holland Rent All | Cary | NC | 11/2016 | 03/2017 |
| Edward Jones | Cary | NC | 03/2017 | 09/2017 |
| Edward Jones | Cary | NC | 09/2017 | 02/2018 |
| Edward Jones Investments | Holly Springs | NC | 02/2018 | 03/2021 |
| Raymond James Financial Services, Inc | Raleigh | NC | 04/2021 | 08/2021 |
| Raymond James Financial Services Advisors, Inc | Raleigh | NC | 04/2021 | 08/2021 |
| Pursuit Wealth Strategies, Llc | Raleigh | NC | 03/2021 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fuquay Varina | NC | 09/2021 | 07/2022 |
| Bank Of America N.A. | Fuquay Varina | NC | 09/2021 | 07/2022 |
| Fidelity Investments | Durham | NC | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-28 |
Reach out to this advisor