Best Investors
Account
Sign in
Best Investors
Account
Sign in
501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-11-15 |
| TX | RA | APPROVED | 2018-11-15 |
Branch Locations
121 North Market Street Suite 500, Wooster, OH 44691 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wooster | OH | 05/2008 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wooster | OH | 11/2016 | 11/2018 |
| Stifel Nicolaus & Co Inc | Wooster | OH | 11/2018 | Present |
1. Wooster Community Hospital; 1761 Beall Ave, Wooster, OH 44691; County owned hospital; Member of the Board of Governors; Specifically part of the finance sub committee that reviews hospital budgets and strategic planning; 12/21/2022; 2 Hours per Month, Not during securities trading hours; Not Investment-Related. 2. Adaptive Sports Program of Ohio; 100 Kurzen Rd North Dalton OH 44618; Provides kids with disabilities the opportunity to participate in sports; Board Member; Help guide resources gifted to the organization; 10/01/2018; 2.00 Hour(s) Per Month; not during securities trading hours; Not Investment-Related. 3. 4253 Pleasant Hill Road Perrysville, Ohio 44864; Farming; Land Owner; Crop Rental; 01/03/2020; 0 Hours per Day; Not During Securities Trading Hours; Not Investment Related. 4. Wayne-Holmes Estate Planning Council, 225 N. Market Street, Wooster OH 44691; Organizes three education meetings a year for area attorneys, accountants, and investment professionals; Board Director; Quarterly Meeting to organize lunch event and speaker; 9/1/22; 8 hrs/year; Not During Securities Trading Hours; Not Investment Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-06 |
Reach out to this advisor