Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-11-17 |
Branch Locations
2806 Arendell St Suite 200, Morehead City, NC 28557 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Greenville | NC | 07/2012 | 05/2017 |
| Bb&T Bank | Wilson | NC | 06/2017 | 01/2019 |
| Bb&T Investments | Charlotte | NC | 06/2017 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Wilson | NC | 01/2019 | 10/2020 |
| Suntrust Investment Services, Inc | Atlanta | GA | 12/2019 | 10/2020 |
| Suntrust Bank | Wilson | NC | 12/2019 | 10/2020 |
| Bb&T | Greenville | NC | 10/2020 | 02/2021 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 10/2020 | 02/2021 |
| Sunteust Investment Services, Inc | Atlanta | GA | 10/2020 | 02/2021 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 11/2020 | 02/2021 |
| Truist Investment Services, Inc. | Greenville | NC | 02/2021 | Present |
BATTLEGROUND FARMS, LLC (PROPOSED) POSITION: Co Manager NATURE: The LLC holds a farm located in Nash County, NC. The LLC is to better manage the family's annual farm, timber income & expenses, provide better liability protection, and estate transfer. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2024 ADDRESS: Wilson NC, United States DESCRIPTION: The LLC will be managed with my siblings. My responsibilities are to manage the LLC's bookkeeping tasks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-25 |
Reach out to this advisor