Best Investors
Account
Sign in
Best Investors
Account
Sign in
60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Encinitas | CA | 11/2000 | 11/2023 |
| Wells Fargo Advisors Llc | Encinitas | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Encinitas | CA | 11/2016 | 11/2023 |
| U.S. Bank | San Diego | CA | 11/2023 | Present |
| U.S. Bancorp Investments, Inc. | San Diego | CA | 01/2024 | 02/2026 |
| U.S. Bancorp Advisors, Llc | San Diego | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-06 |
Reach out to this advisor