Best Investors
Account
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Best Investors
Account
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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-06-08 |
Branch Locations
100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States
440 South College Road, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2017 | 04/2018 |
| Murphy Family Ventures | Wallace | NC | 03/2014 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southport | NC | 07/2018 | 05/2022 |
| Bank Of America, N.A | Southport | NC | 01/2020 | 05/2022 |
| First Citizens Investor Services | Raleigh | NC | 05/2022 | Present |
| First-Citizens Bank & Trust Company | Wilmington | NC | 05/2022 | Present |
University of North Carolina Wilmington Seahawk Club; non-investment related; Student Aid Association is to support, strengthen and develop the intercollegiate athletic programs at UNCW by raising funds to support athletic scholarships at UNCW. It may also raise funds for the improvement and construction of physical facilities to be used by UNCW for athletic purposes and increase the university athletic scholarship endowment fund. The Student Aid Association may also raise funds to provide operational and supplementary support for our entire sports program.; 601 Wagoner Dr, Wilmington NC 28403; Board of Directors; 8/1/2023; 4 hours per month/0 during trading hours; assist in organizational decision making. No financial oversite.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-18 |
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