Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-01 |
Branch Locations
1350 East Arlington Blvd. Suite A, Greenville, NC 27858 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-14 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1350 East Arlington Blvd. Suite A, Greenville, NC 27858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 09/2023 | Present |
| Mcconnell Golf | Greenville | NC | 03/2018 | Present |
| Dh Conley High School | Greenville | NC | 08/2013 | 05/2017 |
| North Carolina State University | Raleigh | NC | 08/2017 | 05/2018 |
| Wingate University | Wingate | NC | 08/2018 | 05/2021 |
| East Carolina University | Greenville | NC | 08/2021 | 05/2023 |
| Lincoln Investment | Fort Washington | PA | 04/2024 | Present |
| Capital Analysts | Fort Washington | PA | 04/2024 | Present |
MCCONNELL GOLF POSITION: Golf Shop Attendant NATURE: Golf Course INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 05/12/2018 ADDRESS: 311 Oxford Road, Greenville NC 27858, United States DESCRIPTION: Attending to member requests. ROBINSON & ASSOCIATES POSITION: Salaried Financial Professional, Agent NATURE: Financial Services, Insurance and Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2024 ADDRESS: 1350 E Arlington Blvd, Greenville NC 27858, United States DESCRIPTION: I will be learning the business of a financial adviser by shadowing FP Shane Robinson. Also, conducting insurance, fixed annuity sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-13 |
Reach out to this advisor