Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-17 |
| TX | RA | APPROVED | 2023-10-02 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 06/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2023 | Present |
| Porter Ridge High School | Indian Trail | NC | 08/2015 | 08/2019 |
| North Carolina State University | Raleigh | NC | 08/2019 | 05/2023 |
| Charlotte Knights | Charlotte | NC | 04/2017 | 08/2018 |
| Unemployed | Matthews | NC | 09/2018 | 10/2018 |
| Emerald Lake Golf Course | Matthews | NC | 11/2018 | 04/2019 |
| Unemployed | Matthews | NC | 05/2019 | 04/2021 |
| Ruffalo Noel Levitz Llc | Raleigh | NC | 05/2021 | 09/2021 |
| Unemployed | Matthews | NC | 10/2021 | 03/2023 |
| Ruffalo Noel Levitz Llc | Raleigh | NC | 04/2023 | 06/2023 |
| Unemployed | Matthews | NC | 06/2013 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-02 |
Reach out to this advisor