Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| OK | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • United States
2500 Regency Parkway, Cary, NC 27518-8549 • United States
Raleigh, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S&D Coffee And Tea | Concord | NC | 05/2017 | 08/2017 |
| Mckee Homes Llc | Fayetteville | NC | 01/2018 | 05/2018 |
| Northwestern Mutual | Raleigh | NC | 05/2018 | 02/2019 |
| Bowles & Sons Farms | Warsaw | NC | 06/2019 | 11/2021 |
| Fidelity Investments | Durham | NC | 12/2021 | Present |
| Unemployed | Supply | NC | 09/2017 | 12/2017 |
| Unemployed | Supply | NC | 09/2016 | 04/2017 |
| Unemployed | Supply | NC | 03/2019 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-26 |
Reach out to this advisor