Best Investors
Account
Sign in
801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-04 |
Branch Locations
1729 E Dixon Blvd, Shelby, NC 28150 • United States
801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Superior Insurance | Wilmington | NC | 09/2018 | 02/2020 |
| State Employees's Credit Union | Shelby | NC | 02/2020 | Present |
| State Farm Insurance | Wilmington | NC | 03/2018 | 09/2018 |
| Leland Christian Academy | Leland | NC | 01/2018 | 03/2018 |
| Robert Half Talent Solutions | Wilmington | NC | 10/2017 | 11/2017 |
| City Of Wilmington | Wilmington | NC | 07/2017 | 09/2017 |
| Unc-Wilmington | Wilmington | NC | 08/2015 | 05/2017 |
| Secu Brokerage Services | Raleigh | NC | 05/2023 | Present |
| Secu Life Insurance Company | Raleigh | NC | 05/2023 | Present |
| Credit Union Investment Services | Raleigh | NC | 06/2023 | Present |
State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 2/2020. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition. SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 5/2023. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-04 |
Reach out to this advisor