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 | 2023-11-03 |
| OH | RA | APPROVED | 2023-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Seal Beach | CA | 08/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Seal Beach | CA | 11/2016 | 09/2023 |
| Wells Fargo Advisors Financial Network, Llc | Dublin | OH | 09/2023 | Present |
WKKD, LLC, INVT RELATED, FAIRLEE, VT, 100% OWNERSHIP WITH SPOUSE, START DATE 6/8/2022, 2 HRS PER MONTH, 0 HRS DURING TRADING, LLC TO RENTAL PROPERTY. RENTAL PROPERTY, INVESTMENT RELATED, FAIRLEE, VT, 100% OWNERSHIP W SPOUSE, START DATE 6/8/2023, 2 HOURS PER MONTH, 0 DURING TRADING, PAY BILLS & WORK WITH RENTERS. FINANCIAL PLANNING ASSOCIATION-CENTRAL OHIO CHAPTER ; NOT INV RELATED; WESTLAKE, OH; BOARD MEMBER; START DATE: 01/01/2026; 3 HRS PER MONTH; 3 HRS DURING TRADING; | RENTAL PROPERTY - 605 S; INV RELATED;PORT CLINTON,OH; INVESTMENT AND RENTAL HOME;20% OWNERSHIP; START DATE: 06/30/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; TRI-OAK REAL ESTATE 605; INV RELATED;PORT CLINTON,OH; INVESTMENT AND RENTAL HOME;20% OWNERSHIP; START DATE: 06/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; DOUBLE OAKED REAL ESTATE LLC ; INV RELATED;PORT CLINTON,OH; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 05/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-21 |
Reach out to this advisor