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_RES | 2012-11-12 |
| CO | RA | APPROVED | 2012-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Louisville | CO | 11/2012 | Present |
P&S ENTERPRISES LLC; INV RELATED; LOUISVILLE, CO; 50% OWNERSHIP; REAL ESTATE INVESTMENT START 6/5/2013; 1 HR PER MONTH; 0 HRS DURING TRADING. STATE MERCANTILE LLC; INV RELATED; LOUISVILLE, CO; PROPERTY; 6.25% OWNERSHIP, PURCHASED THROUGH P&S ENTERPRISES LLC; START 7/1/2013; LESS THAN 1 HR PER MONTH; 0 HRS DURING TRADING. TRAILHEAD WEALTH MANAGEMENT LLC, INV RELATED, LOUISVILLE, CO, 46% OWNERSHIP, START 10/1/2012, 200 HRS PER MONTH, 6.5 HRS DURING TRADING, FOR FINET PRACTICE. TRUSTEE FOR FINET PRACTICE 401K PLAN; INV RELATED; BOULDER, CO; START 10/2012; 1 HR PER MONTH; 0 HRS DURING TRADING. CASITA SUNRISE LLC, INV RELATED, SCOTTSDALE, AZ, 100% OWNERSHIP WITH SPOUSE, START 12/30/2021, 2 HRS PER MONTH, 0 HRS DURING TRADING, HOUSE RENTAL PROPERTY VIA AIRBNB. TWM LEGACY PARTNERS LLC; INV. RELATED; LOUISVILLE, CO; 46% OWNERSHIP; START 1/11/2024; 175 HRS PER MONTH; 100 HRS DURING TRADING; FINET LLC FOR SUCCESSION PLANNING. TWM DE HOLDINGS LLC, INV RELATED, LOUISVILLE, CO, 36.85% OWNERSHIP, START 3/15/2024, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-20 |
Reach out to this advisor