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_RES | 2019-03-12 |
| FL | RA | APPROVED | 2008-11-19 |
Branch Locations
4732 Del Prado Blvd S, Cape Coral, FL 33904 • United States
9110 Strada Pl 3Rd Floor [F9-Rbo], Naples, FL 34108 • 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 | Cape Coral | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cape Coral | FL | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; PLACIDA, FL; OWNER WITH SPOUSE; VACATION RENTAL; START: 8/1/17; 1 HR/MO; 0 DURING TRADING. LEA MARIE ISLAND HOA, NOT INVT RELATED, PORT CHARLOTTE, FL, BOARD MEMBER, START DATE 1/1/2020, 0.25 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO DISCUSS LANSCAPING, SPRINKLERS, AND PAINTING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-23 |
Reach out to this advisor