Best Investors
Account
Sign in
Best Investors
Account
Sign in
8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-19 |
| TX | RA | APPROVED_RES | 2023-10-19 |
Branch Locations
1001 Military Cutoff Rd. Suite 100, Wilmington, NC 28405 • United States
Farmville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 03/2018 | 04/2021 |
| Santander Securities, Llc | Dorchester | MA | 03/2018 | 09/2019 |
| Bass Pro Shops | Raleigh | NC | 10/2014 | 02/2018 |
| Santander Securities, Llc | Florham Park | NJ | 09/2019 | 04/2021 |
| Truist Investment Services, Inc. | Wilmington | NC | 04/2021 | 10/2023 |
| Truist Advisory Services Inc. | Atlanta | GA | 04/2021 | 10/2023 |
| D.A. Davidson & Co. | Wilmington | NC | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-23 |
Reach out to this advisor