Best Investors
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-11 |
| NC | RA | APPROVED | 2025-09-29 |
Branch Locations
9505 Pineville Matthews Rd, Pineville, NC 28134 • United States
6000 Fairview Rd, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 07/2025 | Present |
| Duke University | Durham | NC | 08/2024 | 01/2025 |
| Texas State University | San Marcos | TX | 05/2023 | 07/2024 |
| Duke University | Durham | NC | 05/2019 | 09/2023 |
| Enloe High School | Raleigh | NC | 07/2015 | 05/2019 |
| Uber Eats | Raleigh | NC | 01/2025 | 07/2025 |
| Carrols Corp | Raleigh | NC | 05/2018 | 10/2018 |
| Northwestern Mutual | San Marcos & Houston | TX | 06/2024 | 09/2024 |
| Bank Of America, N.A. | Charlotte | NC | 11/2025 | Present |
Junior Achievement volunteer. I do not give advice to invest in this environment, but as a workforce readiness coach I teach high school students the basics of investments and how they work from a bi-partisan wholistic standpoint. I break down the importance of investing without directly telling any of the students what they should do. This is a nonprofit that does not have a physical location that I know of, or rather that I have been associated with. As a volunteer, I appeared at schools as needed. I did a total of 2 sessions in February of 2025 at Athens Drive high school in Raleigh NC. The 2 sessions may have ran for a total of 2 hours each. - Black student athlete summit Fellow - Invesment related - There is no physical address of the organization - As a fellow of the summit I gave workshops on the importance of investing to student athletes across the country from a non-partisan standpoint. The goal was to emphasize the importance of investing to the student athletes. - Fellow of inaugural fellow class - I started this position in May 2024 and it ended in May 2025 - The amount of hours devoted varied as it changed from week to week and was not on a specified schedule. A firm approximate would be about 10 hours a week. - As a fellow I built out the framework for the fellow program while focusing on the financial literacy part of the summit. I provided myself as a non licensed resource to understand the world of investing through giving the students workshops to understand financial language and strategies without giving them specific recommendations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-29 |
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