Best Investors
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Best Investors
Account
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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-25 |
Branch Locations
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
520 Columbia Drive Suite 106, Johnson City, NY 13790 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Johnson City | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Johnson City | NY | 11/2016 | 10/2024 |
| &Partners | Nashville | TN | 10/2024 | Present |
NEIGHBORS, INVESTMENT RELATED, BINGHAMTON, NY, O HOURS PER MONTH, NO DUTIES. LE BEAU FLEUVE INC, NOT INV RELATED, ALEXANDRIA BAY, NY, TREASURER, START: 5/1/17, 1 HOUR/MONTH, 0 DURING TRADING, HOMEOWNERS SUMMER COTTAGE MAINTENANCE. RENTAL PROPERTY; INV RELATED; HILTON HEAD, SC; 100% OWNERSHIP; START DATE 5/25/2024; 1 HOUR PER MONTH; 0 DURING TRADING; OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-09 |
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