Best Investors
Account
Sign in
Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-09 |
Branch Locations
8500 Andrew Carnegie Blvd Charlotte Trac, Charlotte, NC 28262 • United States
Matthews, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 06/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2024 | Present |
| Aquatots Swim Schools | Charlotte | NC | 05/2019 | 12/2019 |
| Firebirds | Charlotte | NC | 12/2019 | 03/2020 |
| North Carolina State University | Raleigh | NC | 08/2020 | 05/2024 |
| The Cupcake Shoppe | Raleigh | NC | 10/2021 | 12/2021 |
| Wise Acres | Indian Trail | NC | 05/2021 | 07/2021 |
| Tiaa | Charlotte | NC | 06/2022 | 08/2022 |
| Wise Acres | Indian Trail | NC | 05/2022 | 07/2022 |
| Tiaa | Charlotte | NC | 06/2023 | 08/2023 |
| Providence High School | Charlotte | NC | 08/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-09 |
Reach out to this advisor