Best Investors
Account
Sign in
Best Investors
Account
Sign in
5970 Fairview Road, Suite 400, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-08 |
Branch Locations
5970 Fairview Road, Suite 400, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Financial, Inc. | Charlotte | NC | 12/2014 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 02/2018 | 04/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | 05/2024 |
| Blue Wealth Inc. | Charlotte | NC | 05/2024 | Present |
Blue Financial, Inc: Insurance Planning only; Position: Owner & Licensed insurance agent; Address: 5970 Fairview Rd. Suite 400 Charlotte, NC 28210; 12/2024 - Present; 50 hours per month including meeting with clients and operations of business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-22 |
Reach out to this advisor