Best Investors
Account
Sign in
Best Investors
Account
Sign in
830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-10-11 |
| TX | RA | APPROVED | 2022-10-11 |
Branch Locations
4201 Congress Street Suite 240, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ernst & Young | Charlotte | NC | 08/2012 | 11/2017 |
| Park Avenue Securities | Charlotte | NC | 11/2017 | 12/2018 |
| Guardian Life Insurance Company | Charlotte | NC | 10/2017 | 12/2018 |
| Mcgill Advisors, A Division Of Brightworth | Charlotte | NC | 01/2019 | 07/2020 |
| Mcgill Advisors, A Division Of Brightworth | Charlotte | NC | 07/2020 | 12/2021 |
| Ci Brightworth (Formerly Mcgill Advisors) | Charlotte | NC | 01/2022 | 03/2023 |
| Corient | Charlotte | NC | 10/2022 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-10 |
Reach out to this advisor