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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-17 |
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
3318 W Friendly Ave Fl 3, Greensboro, NC 27410 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephens Inc | Winston-Salem | NC | 05/2012 | 09/2017 |
| Bb&T Securities | Greensboro | NC | 09/2017 | Present |
| Truist Investment Services, Inc. | Greensboro | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Greensboro | NC | 02/2021 | Present |
ARMFIELD HOMEOWNERS ASSOCIATION POSITION: Treasurer NATURE: Board member of Homeowner's Association INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2022 ADDRESS: Summerfield NC, United States DESCRIPTION: Voting board member for the HOA. Treasurer duties include initiating the annual budget for board to review and eventually vote to approve. Reporting the balances in HOA checking and money market accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-02 |
Reach out to this advisor