Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-16 |
Branch Locations
2320 Cascade Pointe Blvd Ste 200, Charlotte, NC 28208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Charlotte | NC | 08/2017 | 04/2025 |
| Wells Fargo Rels | San Francisco | CA | 07/2015 | 08/2017 |
| Truist Investment Services, Inc | Chalotte | NC | 04/2025 | Present |
| Truist Advisory Services, Inc | Charlotte | NC | 04/2025 | Present |
GREEN VALLEY PHOTOGRAPHY POSITION: Owner/Lead Photographer NATURE: Event and family photography. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2012 ADDRESS: Charlotte NC, United States DESCRIPTION: Photograph client events and edit and deliver photos.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-19 |
Reach out to this advisor