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 |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-01 |
| OH | RA | APPROVED | 2022-01-13 |
| TX | RA | APPROVED | 2022-01-13 |
Branch Locations
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Chagrin Falls | OH | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chagrin Falls | OH | 11/2016 | 01/2022 |
| Wells Fargo Advisors Financial Network, Llc | Beachwood | OH | 01/2022 | Present |
BARON REAL ESTATE GROUP LLC, INV RELATED, CLEVELAND, OH, 15% OWNERSHIP, START 6/1/2013, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RESIDENTIAL REAL ESTATE. INGERMAN GROUP LLC, INV RELATED, SOLON, OH, 100% OWNERSHIP, START 1/6/2022, 200 HOURS PER MONTH, 200 HOURS DURING TRADING, FINET PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS. SOLON HIGH SCHOOL SOCCER TEAM ; NOT INV RELATED; SOLON,OH; SOCCER TEAM; HEAD SOCCER COACH; START DATE: 08/01/2025; 60 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-22 |
Reach out to this advisor