Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-03-20 |
| AL | RA | APPROVED | 2023-02-02 |
| TX | RA | APPROVED | 2023-02-02 |
Branch Locations
161 W I-65 Service Road N, Mobile, AL 36608 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Birmingham | AL | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 11/2016 | 01/2023 |
| Steward Partners Investment Solutions, Llc | Mobile | AL | 01/2023 | Present |
| Steward Partners Global Advisory, Llc | Mobile | AL | 01/2023 | Present |
| Steward Partners Investment Advisory, Llc | Mobile | AL | 02/2023 | Present |
CHRIST CHURCH CATHEDRAL; INVESTMENT RELATED; MOBILE,AL; FINANCE COMMITTEE MEMBER; NUMBER OF HOURS PER MONTH 3; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS STEWARDSHIP, FUNDRAISING, REAL ESTATE ISSUES, AND OPERATIONAL ISSUES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-02 |
Reach out to this advisor