Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-11-10 |
| TX | RA | APPROVED | 2021-11-10 |
Branch Locations
6101 Carnegie Blvd Ste 200, Charlotte, NC 28209 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 11/2021 |
| Lpl Financial Llc | Charlotte | NC | 11/2021 | Present |
1) 08/25/2023 - Benham Builders Inc - Outside/W-2 Employment - Not Investment Related - 6920 Shinnecock Hill Lane, Charlotte NC 28277 - Start Date 06/01/2007 - 6 Hours Per Month/ 0 Hours During Trading 2) 08/25/2023 - Carolina Country Acres LLC dba Horse Show Leases LLC - Outside/W-2 Employment - Not Investment Related - 8219 Hirsch Drive, Charlotte NC 28277 - Start Date 08/01/2005 - 8 Hours Per Month/ 0 Hours During Trading 3) 04/22/2024 - Fairview Wealth Management - Inv Related - At Reported Business Location(s) - Other - Employee brand name - Started: 6/1/2024 - 240 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-10 |
Reach out to this advisor