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 |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-02 |
| MD | RA | APPROVED | 2025-08-11 |
| TX | RA | APPROVED_RES | 2025-08-09 |
Branch Locations
7600 Wisconsin Ave 100 [Satellite], Bethesda, MD 20814 • United States
1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bethesda | MD | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 11/2016 | 08/2025 |
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 08/2025 | Present |
RENTAL PROPERTY, INV RELATED, CLIFTON, VA, 100% OWNER, START: 8/00, 4 HOURS PER MONTH/0 DURING TRADING, DUTIES: LANDLORD. RENTAL PROPERTY; INV. RELATED; CLIFTON, 100% OWNERSHIP; START DATE 10/1/2015; 3 HRS PER MONTH; 1 HR DURING TRADING.; LINDENBERG GP, LLC; INV RELATED; BETHESDA,MD; MERCHANT CASH AND STOCK AGREEMENT;90% OWNERSHIP; START DATE: 12/19/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-21 |
Reach out to this advisor