Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-24 |
Branch Locations
635-D Chapel Hill Road, Burlington, NC 27215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2024 | 08/2026 |
| Unc Chapel Hill School Of Pharmacy | Chapel Hill | NC | 06/2019 | 06/2021 |
| Carolina Brewery | Chapel Hill | NC | 08/2018 | 11/2020 |
| Provence Restaurant | Chapel Hill | NC | 11/2020 | 12/2020 |
| Linda's Bar & Grill | Chapel Hill | NC | 01/2021 | 12/2021 |
| Unemployed/Job Searching | Chapel Hill | NC | 01/2022 | 02/2022 |
| Fetzer Architectural Woodworking | Salt Lake City | UT | 03/2022 | 09/2023 |
| Unemployed | Salt Lake City | UT | 09/2023 | 12/2023 |
| Crossbridge Financial Group | Chapel Hill | NC | 01/2024 | 08/2026 |
| Unc Chapel Hill | Chapel Hill | NC | 08/2018 | 08/2021 |
| Pollard Middle School & Northwood High School | Pittsboro | NC | 03/2014 | 06/2018 |
| Commonwealth Financial Network | Waltham | MA | 08/2026 | Present |
| Crossbridge Financial Group | Chapel Hill | NC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-10 |
Reach out to this advisor