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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-05 |
| TX | RA | APPROVED | 2024-04-05 |
Branch Locations
51 S Stanfield Rd, Troy, OH 45373 • United States
1135 Military Cutoff Rd Ste 201 [Satellite], Wilmington, NC 28405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wilmington | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wilmington | NC | 11/2016 | 04/2024 |
| Wells Fargo Advisors Financial Network, Llc | Wilmington | NC | 04/2024 | Present |
ATLAS INVESTMENT MANAGEMENT LLC, INV RELATED, HAMPSTEAD, NC, 25% OWNERSHIP, START 4/8/2024, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, TRANSITION TO FINET PRACTICE.| KNOWLES INVESTMENT MANAGEMNET LLC; INV RELATED; HAMPSTEAD, NC; 90% OWNERSHIP; START 01/10/2025; 1HOUR PER MONTH; 1 HOUR DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-19 |
Reach out to this advisor