Best Investors
Account
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Best Investors
Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-18 |
Branch Locations
200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synnex Corporation | Greenville | SC | 12/2017 | 03/2018 |
| Blackboard | Greenville | SC | 12/2018 | 04/2020 |
| Open Lms | Indianapolis | IN | 04/2020 | 02/2023 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2014 | 12/2017 |
| Brett Smith | Greenville | SC | 01/2024 | 05/2024 |
| Clemson University | Greenville | SC | 02/2023 | 01/2024 |
| Northwestern Mutual Investment Services Llc | Greenville | SC | 07/2024 | 07/2025 |
| John Tripoli | Greenville | SC | 05/2024 | 07/2025 |
| Brett Smith | Greenville | SC | 05/2024 | 07/2025 |
| Todd Whitley | Greenville | SC | 05/2024 | 07/2025 |
| David Mcarthur | Greenville | SC | 05/2024 | 07/2025 |
| Keith Lemay | Greenville | SC | 05/2024 | 07/2025 |
| Anthony Allen | Greenville | SC | 05/2024 | 07/2025 |
| Synnex Corporation | Greenville | SC | 03/2018 | 09/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2024 | 07/2025 |
| Td Bank N.A. | Greenville | SC | 07/2025 | Present |
| Td Private Client Wealth Llc | Greenville | SC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-12 |
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