Best Investors
Account
Sign in
Best Investors
Account
Sign in
801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Durham | NC | 06/2023 | 09/2025 |
| Wells Fargo Bank, Na | Durham | NC | 03/2021 | 09/2025 |
| Walgreens | Oxford | NC | 01/2016 | 02/2020 |
| Unemployed | Durham | NC | 02/2020 | 10/2020 |
| Cvs Pharmacy | Durham | NC | 10/2020 | 02/2022 |
| State Employees' Credit Union | Durham | NC | 09/2025 | Present |
| Secu Life Insurance Company | Raleigh | NC | 09/2025 | Present |
| Credit Union Investment Services | Raleigh | NC | 09/2025 | Present |
| Secu Brokerage Services | Raleigh | NC | 09/2025 | Present |
State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 09/2025. 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: 09/2025. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-17 |
Reach out to this advisor