Best Investors
Account
Sign in
Best Investors
Account
Sign in
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-11-22 |
Branch Locations
440 South College Road, Wilmington, NC 28403 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Service | Raleigh | NC | 03/2017 | Present |
| First Citizens Bank | Raleigh | NC | 01/1995 | Present |
1) Pretty in Pink Since; non-investment-related; 5171 Glenwood Avenue Suite 360 Raleigh, NC 27612; a non-profit that provides uninsured and under insured breast cancer patients financial assistance for quality life-saving medical treatment; Board Member since 03/15/2007; approximately 1 hours/month, none within trading hours; My role is primarily regarding budget, business activity, balance sheet and income statement analysis. 2) Old Place Timber, LLC., Greenevers, North Carolina, estate planning with parents family farmland; Formed 2/24/2023; non-investment related; Manager, 50/50 owner with his brother; 1 hour/month, 0 during trading hours; file annual report and occasional brush hog.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-21 |
Reach out to this advisor