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 | 2025-06-16 |
| WI | RA | APPROVED | 2008-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | La Crosse | WI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | La Crosse | WI | 11/2016 | Present |
MT. LA CROSSE SKI RACE TIMING, NOT INV RELATED, LA CROSSE, WI, ASSOCIATE, START 12/22/2018, 8 HOURS PER MONTH, ZERO DURING TRADING, ASSISTING WITH TIMING OF RACES. ONALASKA POLICE AND FIRE COMMISSION; NOT INV. RELATED; ONALASKA, WI; PRESIDENT; START DATE 4/2021; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS AND ASSIST WITH ONALASKA POLICE AND FIRE DEPT WITH PERSONNEL DECISIONS. UW-L ALUMNI & FRIENDS FOUNDATION, INVT RELATED, LA CROSSE, WI, INVESTMENT COMMITTEE MEMBER, START DATE 10/1/2023, 0.67 HRS PER MONTH, 0.67 HRS DURING TRADING, ATTENDING MEETINGS TO REVIEW THE PERFORMANCE OF OUTSIDE MONEY MANAGERS, REVIEW INVESTMENT POLICY STATEMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-16 |
Reach out to this advisor