Best Investors
Account
Sign in
Best Investors
Account
Sign in
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-26 |
Branch Locations
1213 W Morehead St. Suite 508, Charlotte, NC 28208 • United States
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmf Group | Raleigh | NC | 02/2022 | 04/2023 |
| Community School Of Davidson | Davidson | NC | 01/2013 | 05/2019 |
| North Carolina State University | Raleigh | NC | 08/2019 | 05/2023 |
| Best Buy | Mooresville | NC | 01/2017 | 01/2020 |
| 49 Wealth Management | Charlotte | NC | 06/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2023 | 01/2024 |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 08/2024 | 12/2024 |
1. 49 Financial; Fixed insurance; Investment related; Insurance agent since 06/12/2023; 1213 W Morehead St Suite 508 Charlotte NC 28208 United States; 20 Hours per month all during trading hours; Providing and implementing insurance strategies for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-23 |
Reach out to this advisor