Best Investors
Account
Sign in
801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Employees' Credit Union | Boone | NC | 07/2022 | Present |
| Chris Hodges Construction Llc | Boone | NC | 09/2020 | 07/2022 |
| Boone Police Department | Boone | NC | 03/2022 | 06/2022 |
| Modern Toyota Of Boone | Boone | NC | 08/2020 | 09/2020 |
| Appalachian State University | Boone | NC | 09/2016 | 08/2020 |
| Boone United Methodist Church | Boone | NC | 05/2018 | 04/2019 |
| Linville Ridge Country Club | Linville | NC | 03/2018 | 11/2018 |
| Eseeola Lodge | Linville | NC | 03/2018 | 11/2018 |
| Hampton Inn Suites | Boone | NC | 09/2016 | 05/2018 |
| Camp Eagle Wing | East Machias | ME | 06/2016 | 08/2017 |
| Secu Life Insurance Company | Raleigh | NC | 11/2023 | Present |
| Secu Brokerage Services | Raleigh | NC | 11/2023 | Present |
| Credit Union Investment Services | Raleigh | NC | 02/2024 | Present |
SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 11/2023. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union. State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 11/2023. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition. Valet Living, LLC. Address: 10150 Highland Manor Dr. Suite 120 Tampa, FL. 33610 Type of Business: Home and or Landowners Association Title: Part Time doorstep trash collection specialist- Nights Duties: Collecting trash and recycling Start Date: 08/17/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-07 |
Reach out to this advisor