Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-24 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • 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 | 04/2024 | 11/2025 |
| First Bank | Charlotte | NC | 04/2024 | 05/2024 |
| Emmy Squared | Charlotte | NC | 03/2024 | 11/2024 |
| Flexpoint Media | Alexandria | VA | 01/2023 | 12/2023 |
| Republican Party Of Florida | Tallahassee | FL | 03/2022 | 11/2023 |
| Targeted Victory | Arlington | VA | 03/2020 | 02/2022 |
| Mission Group | Washington | DC | 10/2019 | 11/2020 |
| Us House Of Representatives | Washington | DC | 10/2019 | 03/2020 |
| Us Senate | Washington | DC | 08/2019 | 09/2019 |
| Alphabrook | Springfield | VA | 05/2019 | 07/2019 |
| Chipotle Mexican Grill | Harrisonburg | VA | 10/2018 | 03/2019 |
| Chipotle Mexican Grill | Washington | DC | 05/2018 | 08/2018 |
| Us House Of Representatives | Washington | DC | 05/2018 | 08/2018 |
| Whitlock For House Of Delegates | Glen Allen | VA | 06/2017 | 08/2017 |
| Hungary Creek Recreation Association | Henrico | VA | 05/2017 | 08/2017 |
| Hungary Creek Recreation Association | Henrico | VA | 06/2015 | 08/2018 |
| James Madison University | Harrisonburg | VA | 08/2016 | 05/2017 |
| James Madison University | Harrisonburg | VA | 08/2017 | 05/2018 |
| James Madison University | Harrisonburg | VA | 08/2018 | 05/2019 |
| Western Governors University | Salt Lake City | UT | 12/2023 | 03/2024 |
| Bank Of America, N.A. | Charlotte | NC | 09/2025 | 11/2025 |
| Wells Fargo Clearing Services | Charlotte | NC | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-27 |
Reach out to this advisor