Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-06 |
Branch Locations
3600 Glenwood Avenue Suite 200, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments Institutional Operations Company Inc | Durham | NC | 04/2016 | 04/2017 |
| Fidelity Brokerage Services Llc | Durham | NC | 04/2017 | 06/2018 |
| N/A | Raleigh | NC | 06/2018 | 12/2018 |
| Bb&T Securities | Asheville | NC | 12/2018 | 02/2021 |
| Truist Investment Services, Inc. | Asheville | NC | 02/2021 | 06/2026 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 06/2026 |
| Robert W. Baird & Co. Incorporated | Raleigh | NC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-18 |
Reach out to this advisor