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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-12 |
| TX | RA | APPROVED | 2025-03-06 |
Branch Locations
655 Metro Place South Suite 720 [Satellite], Dublin, OH 43017 • United States
7501 Paragon Rd 200 [Satellite], Dayton, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Dayton | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Dayton | OH | 11/2016 | 03/2025 |
| Wells Fargo Advisors Financial Network, Llc | Dayton | OH | 03/2025 | Present |
CENTERVILLE CITY SCHOOLS BOYS SOCCER; NOT INV RELATED; CENTERVILLE, OH; ASSISTANT COACH; START 8/1/2020; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0| CENTERVILLE H.S. GIRLS SOCCER, NOT INV RELATED, CENTERVILLE, OH, TREASURER, START 8/1/2023, 2 HOURS PER MONTH, 0 HOURS DURING TRADING| M&M ADVISORS LLC; INV. RELATED; DAYTON, OH; 100% OWNERSHIP; LLC FOR FINET TRANSITION; START DATE 3/6/2025;10 HOURS PER MONTH; 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-06 |
Reach out to this advisor