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_RES | 2026-04-22 |
| NJ | RA | APPROVED | 2022-11-22 |
| NC | RA | APPROVED | 2022-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Warren | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Warren | NJ | 11/2016 | 11/2022 |
| Wells Fargo Advisors Financial Network, Llc | Merry Hill | NC | 11/2022 | Present |
WILLOW HILL LLC, NOT INV RELATED, MERRY HILL, NC, 100% OWNERSHIP WITH SPOUSE, START 8/1/2021, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, MAKING AND SELLING ART, STUDIO MAINTENANCE. SALMON CREEK WEALTH MANAGEMENT LLC, INV RELATED, MERRY HILL, NC, 60% OWNERSHIP, START 11/21/2022, 160 HRS PER MONTH, 160 HRS DURING TRADING, FINET. RED MILL MANAGEMENT LLC, INV RELATED, 100% OWNERSHIP WITH SPOUSE, START 1/13/2023, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, REAL ESTATE, RENTAL MANAGEMENT, AND MAINTENANCE. HELPING HEARTS FOUNDATION, NOT INV RELATED, PRESIDENT, START 4/7/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, FAMILY FOUNDATION. COMMERCIAL RENTAL PROPERTY, INV RELATED, MERRY HILL, NC, 100% OWNERSHIP WITH SPOUSE, START 5/31/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, PROPERTY MAINTENANCE. RENTAL PROPERTY, INV RELATED, EDENTON, NC, START: 2/22/24, 100% OWNERSHIP WITH SPOUSE, 1 HR PER MONTH, 0 HRS DURING TRADING; POWER OF ATTORNEY FOR SPOUSE; INV RELATED; MERRY HILL, NC; POA; START DATE: 11/10/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-03 |
Reach out to this advisor