Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-08-16 |
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Glen Allen | VA | 05/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Glen Allen | VA | 11/2016 | 04/2017 |
| Horace Mann Investors, Inc. | Springfield | IL | 05/2017 | 03/2018 |
| Horace Mann Companies | Springfield | IL | 05/2017 | 03/2018 |
| Bb&T Bank | Charlotte | NC | 11/2018 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 11/2018 | 02/2021 |
| Unemployed | Apex | NC | 03/2018 | 06/2018 |
| Independent Rideshare Driver | Apex | NC | 06/2018 | Present |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 02/2021 | Present |
RENTAL PROPERTY MANAGEMENT POSITION: Owner/Sole Proprietor NATURE: I plan to rent my prior residence in SC. It will be a long-term rental, 6 months or more. I do not plan to spend a significant amount of time during normal business hours in this activity. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2025 ADDRESS: Waxhaw NC, United States DESCRIPTION: Property management/landlord. I will engage a realtor to find suitable tenants. I have reliable tradesmen available for home maintenance and repairs. I do not anticipate spending a significant amount of time in this activity other than taking an occasional phone call from the tenant if something comes up and relaying a message to a handyman.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-30 |
Reach out to this advisor