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 | 2026-04-02 |
| FL | RA | APPROVED | 2000-10-01 |
Branch Locations
2494 Bayshore Blvd, Dunedin, FL 34698 • United States
100 S Ashley Dr 9Th Fl [F6-Rbo], Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Tampa | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; MADEIRA BEACH, FL; 100% OWNERSHIP WITH SPOUSE; START 1/1/2016; 0 HOURS PER MONTH, 0 DURING TRADING; OWNER. L AND T PROPERTY INVESTMENTS, LLC, TAMPA, FL, 100% OWNERSHP WITH SPOUSE, START DATE 9/24/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, BUYING REAL ESTATE IN LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-28 |
Reach out to this advisor