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 |
|---|---|---|---|
| SC | RA | APPROVED | 2023-07-05 |
| TX | RA | APPROVED | 2023-07-05 |
Branch Locations
400 Merchant St, Hilton Head Island, SC 29926 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Hilton Head Island | SC | 07/2011 | 07/2023 |
| Wells Fargo Clearing Services, Llc | Hilton Head | SC | 07/2023 | Present |
VIM VOLUNTEERS IN MEDICINE HILTON HEAD; NOT INV. RELATED; HILTON HEAD ISLAND, SC; FINANCE COMMITTEE MEMBER; START DATE 6/2021; 1 HR PER MONTH; 1 HR DURING TRADING; DUTIES ATTEND MEETINGS TO DISCUSS NEEDS, REVIEW FINANCIAL HEALTH OF ORGANIZATION; PROPOSE BUDGET FOR APPROVAL. VIM VOLUNTEERS IN MEDICINE HILTON HEAD; NOT INV. RELATED; HILTON HEAD ISLAND, SC; SECRETARY ; START DATE 6/2021; 1 HR PER MONTH; 1 HR DURING TRADING; DUTIES: ATTEND MEETINGS, TAKING MINUTES. POWER OF ATTORNEY ; INV RELATED; HILTON HEAD,SC; ADMIN AND FINANCE; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 12/31/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-07 |
Reach out to this advisor