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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-15 |
| TX | RA | APPROVED_RES | 2024-11-15 |
Branch Locations
7777 Center Ave 120, Huntington Beach , CA 92647 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Huntington Beach | CA | 07/2001 | 11/2024 |
| Wells Fargo Advisors Financial Network, Llc | Huntington Beach | CA | 11/2024 | Present |
(1)1/29/2009 - THE WINERY, LP- not inv. rel.- at reported business location(s)-Business Owner-SILENT PARTNER IN A RESTAURANT, I PUT IN $50,000.00, IT IS SILENT PARTNER WE HAVE NO MANAGEMENT, NO INPUT ANYTING LIKE THAT, WE GET A 6% DIVIDEND AND HOPEFULLY BE PAID BACK IN FULL IN FIVE YEARS, THE RESTAURANT HAS 24 PARTNERS I AM ONLY 2%.-time spent 0 (2) 5/3/2010 - DBA ONLY - MWJ WEALTH STRATEGIES - - HUNTINGTON BEACH, CA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-05 |
Reach out to this advisor