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 | 2020-10-22 |
| MO | RA | APPROVED | 2020-10-22 |
| TX | RA | APPROVED | 2020-10-22 |
Branch Locations
3325 Emerald Lane Suite A, Jefferson City, MO 65109 • United States
Jefferson City, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jefferson City | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jefferson City | MO | 11/2016 | 10/2020 |
| Wells Fargo Advisors Financial Network, Llc | Jefferson City | MO | 10/2020 | Present |
ZERR PROPERTIES LLC, INV RELATED, CENTERTOWN, MO, 100% OWNERSHIP WITH SPOUSE, START 10/26/2020, 20 HRS/MONTH, 0 HRS DURING TRADING, FAMILY FARM GROWING AND SELLING CROPS.; | FINTERIS WEALTH MANAGEMENT LLC, INV RELATED, JEFFERSON CITY, MO, 25% OWNERSHIP, START 10/26/2020, 40 HRS PER MONTH, 6.5 HRS DURING TRADING, FINET PRACTICE.| ZWM, LLC INV RELATED, JEFFERSON CITY, MO, 100% OWNERSHIP, START 10/26/2020, 10 HRS PER MONTH, 2 HRS DURING TRADING, FINET PRACTICE.| RENTAL PROPERTY; INV RELATED; JEFFERSON CITY, MO; 25% OWNERSHIP; START 7/15/2022; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; OWNER.| 3325 EMERALD LANE LLC; NOT INV RELATED; JEFFERSON CITY, MO; 25% OWNERSHIP; START 7/15/2022; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; HOLDS RENTAL PROPERTY.| FINTERIS HOLDING COMPANY LLC, INV RELATED, JEFFERSON CITY, MO, 20% OWNERSHIP, START 10/1/2022, 5 HOURS PER MONTH, 5 HOURS DURING TRADING, FINET PRACTICE.| OZFW LLC; INV RELATED; JEFFERSON CITY, MO; 50% OWNERSHIP; START DATE 05/01/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING; HOLDING COMPANY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-11 |
Reach out to this advisor