Best Investors
Account
Sign in
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2007-04-04 |
Branch Locations
2525 Aloma Ave, Winter Park, FL 32792 • United States
1825 E Broadway St, Oviedo, FL 32765 • United States
480 N Orlando Ave Ste 220 [Yp-Rbo], Winter Park, FL 32789 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Orlando | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | Present |
RENTAL PROPERTY; INV. RELATED; ST. GEORGE ISLAND, FL; 50% OWNERSHIP; START DATE 9/13/2018; 0 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: NONE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-02 |
| S65 | Uniform Investment Adviser Law Examination | 2001-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-18 |
Reach out to this advisor