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 | 2020-02-11 |
| CA | RA | APPROVED | 2013-09-20 |
Branch Locations
632 Laurel St, San Carlos, CA 94070 • United States
301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • United States
1045 Ralston Ave, Belmont, CA 94002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Palo Alto | CA | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, FOSTER CITY, CA, 50% OWNER, START 10/2013, 1 HOUR PER MONTH/0 DURING TRADING. RENTAL PROPERTY, INV RELATED, SAN MATEO, CA, 50% OWNERSHIP, START 2/1/2015, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: RENTAL. CO-TRUSTEE FOR PARENTS TRUST, SAN FRANCISCO, CA, START 11/12/18, 1 HR/MONTH, 1 HR DURING TRADING. SAN MATEO COLLEGE, INVT RELATED, SAN MATEO, CA, INVESTMENT COMMITTEE, START 1/28/2020, 30 MINUTES PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO PROVIDE OVERSIGHT AND INSIGHT ON ENDOWMENT/NON-ENDOWMENT FUNDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-12 |
Reach out to this advisor