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 | 2026-06-09 |
| WA | RA | APPROVED | 2011-01-03 |
Branch Locations
555 110Th Ave Ne 10Th Fl, Bellevue, WA 98004 • United States
3400 188Th St Sw Ste 500, Lynnwood, WA 98037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cool Beans | Bellingham | WA | 03/2003 | Present |
| Wells Fargo Advisors Llc | Everett | WA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Everett | WA | 11/2016 | Present |
CO-TRUSTEE OF FATHER'S FAMILY TRUST; INV. RELATED; ANCHORAGE, AK; START DATE: 4/16/2019; 1 HR PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY, INV RELATED, ANACORTES, WA, 100% OWNERSHIP, START 7/1/24, 5 HRS PER MONTH, 0 HRS DURING TRADING, LANDLORD;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-27 |
Reach out to this advisor