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 |
|---|---|---|---|
| CO | RA | APPROVED | 2018-04-20 |
| TX | RA | APPROVED_RES | 2018-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Orlando | FL | 08/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 03/2018 |
| Wells Fargo Advisors Financial Network, Llc | Louisville | CO | 04/2018 | Present |
TRAILHEAD WEALTH MANAGEMENT LLC, INV RELATED, LOUISVILLE, CO, 2% OWNERSHIP, START 1/1/2022, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE. TWM LEGACY PARTNERS LLC; INV RELATED; LOUISVILLE, CO; 2% OWNERSHIP; START 1/11/2024; 175 HRS PER MONTH; 100 HRS DURING TRADING; FINET LLC FOR SUCCESSION PLANNING. TWM DE HOLDINGS LLC, INV RELATED, LOUISVILLE, CO, 1.6% OWNERSHIP, START 3/15/2024, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-31 |
Reach out to this advisor