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 | 2019-10-21 |
| NC | RA | APPROVED | 2011-04-15 |
Branch Locations
1220 Environ Way Ste 1220, Chapel Hill, NC 27517 • United States
Oak Island, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Henderson | NC | 04/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Henderson | NC | 11/2016 | Present |
CHAPEL HILL CARRBORO PUBLIC SCHOOL FOUNDATION; INVESTMENT RELATED; CHAPEL HILL,NC; FINANCE COMMITTEE MEMBER; START DATE 07/10/2019; NUMBER OF HOURS PER MONTH :1, NUMBER OF HOURS DURING TRADING 0; RENTAL PROPERTY; INVESTMENT RELATED; OAK ISLAND,NC; 100% OWNERSHIP WITH SPOUSE; START DATE 07/22/2019; NUMBER OF HOURS PER MONTH .5; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY, INVT RELATED, OAK ISLAND, NC, 33% OWNERSHIP, START DATE 11/10/2021, 2 HRS PER MONTH, 0 HRS DURING TRADING, PARTIAL OWNER OF RENTAL PROPERTY. KINDRICK MOUNTAIN PROPERTY OWNERS ASSOCIATION; NOT INV RELATED; MOUTH OF WILSON, VA; PRESIDENT; START DATE: 10/11/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-05 |
Reach out to this advisor