Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-25 |
Branch Locations
5605 Carnegie Blvd Suite 400, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 12/2025 | 03/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 03/2026 | Present |
| Yellow Bolt Sports | Cockeysville | MD | 05/2025 | 10/2025 |
| Baltimore Country Club | Baltimore | MD | 06/2019 | 05/2025 |
| Northwestern Mutual | Baltimore | MD | 05/2025 | 08/2025 |
| St. Paul's School | Baltimore | MD | 01/2010 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-25 |
Reach out to this advisor