Best Investors
Account
Sign in
2828 Pickett Road Suite 170, Durham, NC 27705 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-08 |
Branch Locations
2828 Pickett Road Suite 170, Durham, NC 27705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kuhn Advisors | Durham | NC | 07/2024 | Present |
| Heritage Wealth Advisors | Mercer Island | WA | 01/2024 | 04/2024 |
| Fathom Advisors | Bloomington | MN | 06/2023 | 08/2023 |
| Lbw Wealth Management | Madison | WI | 01/2023 | 05/2023 |
| Jimmy Johns | Madison | WI | 02/2022 | 11/2023 |
| Cov Wayzata | Wayzata | MN | 06/2021 | 08/2022 |
| University Of Wisconsin-Madison | Madison | WI | 09/2020 | 05/2024 |
| Hopkins High School | Minnetonka | MN | 09/2017 | 06/2020 |
| 2Nd Swing Golf | Eden Prairie | MN | 06/2019 | 08/2020 |
| Pacsun | Minnetonka | MN | 09/2018 | 01/2019 |
| 316 Bar & Grill | Golden Valley | MN | 09/2017 | 01/2018 |
| North Junior High | Minnetonka | MN | 08/2014 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-08 |
Reach out to this advisor