Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| SC | RA | APPROVED | 2025-03-31 |
Branch Locations
16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078-4463 • United States
Morganton, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2017 | 09/2023 |
| Blue Ridge Healthcare | Morganton | NC | 10/2011 | 07/2017 |
| Fidelity Investments | Huntersville | NC | 09/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-102664|OrgNmn:Good Samaritan Clinic|Org Addr:Morganton,North Caro,US|OBA Nature:Organization that provides low|Invst Rel:N|Title:Board Member|Duties:Work with the other board members to fully execute the mission of the organization.|StrtDt:10-11-21|TotHrs/mon:1|TrdHrs/mon:0|OBA-102665|OrgNmn:Morganton Burke Crimestoppers|Org Addr:Morganton,North Caro,US|OBA Nature:To provide reward money for ti|Invst Rel:N|Title:Board Member|Duties:Work with other board members to ensure reward money is handled appropriately and to make payouts according to the set policy.|StrtDt:06-06-16|TotHrs/mon:0.1|TrdHrs/mon:0|OBA-111510|OrgNmn:Brade Enterprises, LLC|Org Addr:Morganton,North Caro,US|OBA Nature:This is currently just an empt|Invst Rel:Y|Title:Owner|Duties:I personally have no obligations. My husband is taking care of this, I am just on the business paperwork.|StrtDt:07-26-24|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-16 |
Reach out to this advisor