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 | 2016-09-22 |
| AL | RA | APPROVED | 2008-01-01 |
Branch Locations
2801 Hwy 280 S Ste 1-400, Birmingham, AL 35223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Birmingham | AL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 11/2016 | Present |
VESTAVIA COUNTRY CLUB, INV RELATED, VESTAVIA, AL, FINANCE COMMITTEE MEMBER, START 2/1/2021, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, DISCUSSING OPERATIONS, BUDGET, AND MEMBERSHIP DUES ALLOCATION. TESTAMENTARY TRUST OF UNCLE; INV RELATED;MONROEVILLE,AL; SERVE AS TRUSTEE OF MY UNCLE'S TRUST; TRUSTEE/CO-TRUSTEE; START DATE: 01/01/2027; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-22 |
Reach out to this advisor