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 | 2025-08-19 |
Branch Locations
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 02/2020 | 10/2020 |
| Lincoln Financial Group (Merger) | Charlotte | NC | 05/2018 | 12/2019 |
| Sears Holding Corp | Gastonia | NC | 05/2013 | 03/2017 |
| Liberty Mutual (Acquired By Lincoln Financial) | Charlotte | NC | 10/2017 | 04/2018 |
| Jhe | Harrisburg | NC | 02/2017 | 10/2017 |
| Aqua Tots Swim School Matthews | Matthews | NC | 03/2017 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 10/2020 | 12/2021 |
| Wells Fargo Bank | Charlotte | NC | 12/2021 | Present |
| Wells Fargo Clearing Services | Charlotte | NC | 02/2023 | Present |
A REMARKABLE EVENT, LLC, NOT INVT RELATED, INDIAN TRAIL, NC, 100% OWNERSHIP, START DATE 3/7/2023, 20 HRS PER MONTH, 0 HRS DURING TRADING, EVENT PLANNING AND DECORATION SERVICES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-07 |
Reach out to this advisor