Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2019-08-23 |
| TX | RA | APPROVED | 2019-08-23 |
Branch Locations
15 S Main St 3Rd Fl, Greenville, SC 29601 • United States
Greenville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Greenville | SC | 08/2017 | 08/2019 |
| Cherry Bekaert, Llp | Greenville | SC | 02/2014 | 08/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | 08/2019 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 08/2019 | Present |
CAMPERDOWN ACADEMY; NOT INV RELATED; GREENVILLE, SC; TREASURER; 11/2019; 2 HOURS PER MONTH; 0 DURING TRADING; HELPING STUDENTS ON THE DYSLEXIC SPECTRUM WAY FAMILY IRREVOCABLE TRUST ; INV RELATED;GREENVILLE,SC; CO-TRUSTEE WITH BROTHER; TRUSTEE/CO-TRUSTEE; START DATE: 03/10/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; EXECUTOR; INV RELATED;HOLLY HILL,SC; EXECUTOR/CO-EXECUTOR/PERSONAL REPRESENTATIVE; START DATE: 03/15/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-23 |
Reach out to this advisor