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 | 2011-10-03 |
| CA | RA | APPROVED | 2011-09-05 |
Branch Locations
600 W Broadway Ste 1450 One America Plaza, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Diego | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | Present |
BACK TO BASICS/LIFESTYLE AND FINANCE, NOT INVT RELATED, BONITA, CA, 100% OWNERSHIP, START12/29/2019, 15 HRS PER MONTH, 0 HRS DURING TRADING, CREATING WEEKLY VIDEOS DISCUSSING WAYS TO PROMOTE OVERALL HEALTHY LIFESTYLE THROUGH NUTRITION, EXERCISE, CREATING A BALANCED BUDGET AND WAYS TO REDUCE STRESS. SHORT TERM RENTAL PROPERTY, INVT RELATED, BONITA, CA, 100% OWNERSHIP WITH SPOUSE, START DATE 11/1/2022, 15 HRS PER MONTH, 0 HRS DURING TRADING, OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-03 |
Reach out to this advisor