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 |
|---|---|---|---|
| PA | RA | APPROVED | 2021-06-16 |
Branch Locations
150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Reading | PA | 11/2006 | Present |
| Wells Fargo Advisors Llc | Quarryville | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Quarryville | PA | 11/2016 | Present |
ZION LUTHERAN CHURCH, INV RELATED, LEOLA, PA, FINANCE COMMITTEE MEMBER, START: 5/1/2018, 2 HOURS PER MONTH/0 DURING TRADING, DUTIES: WORK ON BUDGET
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-13 |
Reach out to this advisor