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 | 2026-02-24 |
| NC | RA | APPROVED | 2003-07-01 |
Branch Locations
1220 Environ Way Ste 1220, Chapel Hill, NC 27517 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Chapel Hill | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chapel Hill | NC | 11/2016 | Present |
POWER OF ATTORNEY FOR MOTHER; INV. RELATED; FUQUAY VARINA, NC; START DATE 6/2017; 2 HRS PER MONTH; 0 HRS DURING TRADING. ADMINISTRATOR FOR FATHER'S ESTATE; INV. RELATED; DURHAM, NC; START DATE 3/2022; 3 HRS PER MONTH; 0 HRS DURING TRADING. PILGRIM'S PROGENY, LLC, INVT RELATED, BELMONT, NC, 16% OWNERSHIP, START DATE 9/15/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, HOLDS FAMILY HOME INTEREST.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-06 |
Reach out to this advisor