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 | 2025-04-15 |
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Charlotte | NC | 08/2003 | 02/2021 |
| Bb&T Securities, Llc | Elizabethtown | NC | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Lumberton | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Lumberton | NC | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-16 |
Reach out to this advisor