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 |
|---|---|---|---|
| TX | RA | APPROVED | 2008-01-01 |
Branch Locations
2700 Post Oak Blvd Ste 900, Houston, TX 77056 • United States
2 disclosure categories 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 | Houston | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2016 | Present |
ADMINISTRATOR FOR FATHER'S ESTATE; INV RELATED; HOUSTON, TX; START: 5/21/18; 10 HRS/MO; 0 DURING TRADING.; TRUSTEE FOR GRANDFATHER'S TRUST, INV RELATED, HOUSTON, TX, START: 3/18/2019, 2 HRS/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-02 |
Reach out to this advisor