Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-02-24 |
Branch Locations
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Charlotte | NC | 02/2017 | 07/2021 |
| Tommy Hilfiger | Concord | NC | 11/2011 | 02/2017 |
| Associate Staffing | Charlotte | NC | 02/2017 | 05/2017 |
| Ally Invest Securities Llc | Charlotte | NC | 07/2021 | Present |
| Ally Invest Advisors | Charlotte | NC | 02/2022 | Present |
Ally Invest Advisors. Investment related. 601 S Tryon Street Charlotte NC 28202. Manager - Client Services. Dually licensed. 07/18/2022. 40+ hrs/month. Manages licensed representatives servicing both self-directed and advisory accounts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-13 |
Reach out to this advisor