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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-06 |
Branch Locations
6145 Park Square Dr 4 [Satellite], Lorain, OH 44053 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St.LOuis | MO | 06/2002 | 02/2024 |
| Wells Fargo Advisors Financial Network, Llc | Lorain | OH | 02/2024 | Present |
VERDA WEALTH MANAGMENT LLC; INV RELATED; IORAIN, OH; 100% OWNERSHIP; START DATE 2/6/2024; 0 HOURS PER MONTH; 0 DURING TRADING; FINET PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS; INV. RELATED; SARASOTA, FL; FINANCIAL ADVISOR; START DATE 12/1/2024; 8 HRS PER MONTH; 8 HRS DURING TRADING; DUTIES: PROVIDE INSURANCE SOLUTIONS TO CLIENTS AND PROSPECTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-08-08 |
Reach out to this advisor