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 | 2024-03-15 |
| OR | RA | APPROVED | 2011-01-03 |
Branch Locations
67 E Main St, Ashland, OR 97520 • United States
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
3232 Hillcrest Park Drive, Medford, OR 97504 • United States
1320 E Mcandrews Rd, Medford, OR 97504 • United States
7445 Crater Lake Hwy, White City, OR 97503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Ashland | OR | 07/1997 | Present |
| Wells Fargo Advisors Llc | Ashland | OR | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ashland | OR | 11/2016 | Present |
APARTMENTS, INV RELATED, BURLINGAME, CA, START: 10/1999, 6.67% OWNER, 0 HOURS PER MONTH/0 DURING TRADING, DUTIES: NONE ASHLAND ROTARY FOUNDATION ; INV RELATED;ASHLAND,OR; TREASURER; START DATE: 07/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-28 |
Reach out to this advisor