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 | 2023-08-02 |
| NC | RA | APPROVED | 2009-04-01 |
Branch Locations
6000 Fairview Rd Ste 800, Charlotte, NC 28210 • United States
4140 Ferncreek Dr Ste 105 Buckhead Plaza, Fayetteville, NC 28314 • United States
100 Turnberry Way, Pinehurst, NC 28374 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Pinehurst | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pinehurst | NC | 11/2016 | Present |
TRUSTEE FOR FATHER, INV RELATED, PINEHURST, NC, START 7/11/2019, 1 HR/MONTH, 1 HR DURING TRADING. CCNC WOLFPACK LLC, INV RELATED, PAWLEYS IL, SC, 33.34% OWNERSHIP WITH SPOUSE, START 10/19/2020, ZERO HOURS PER MONTH, ZERO DURING TRADING, HOLDS RENTAL PROPERTY. RENTAL PROPERTY, INV RELATED, PAWLEYS IL, SC, 33.34% OWNERSHIP WITH SPOUSE, START 10/30/2020, ZERO HOURS PER MONTH, ZERO DURING TRADING. BROWNSON MEMORIAL PRESBYTERIAN CHURCH, INV RELATED, STEWARDSHIP COMMITTEE MEMBER, START 1/1/2020, 2 HOURS PER MONTH, ZERO DUIRNG TRADING, REVIEWING P&L, BALANCE SHEETS, AND BUDGETS. | TRUSTEE FOR SISTER; INV RELATED; PINEHURST, NC; TRUSTEE; 02/2025; 1 HOUR PER MONTH; NO HOURS DURING TRADING; TRUSTEE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-03 |
Reach out to this advisor