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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-04 |
| TX | RA | APPROVED | 2023-12-01 |
Branch Locations
183 Landrum Lane Suite 103, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Ponte Vedra Beach | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ponte Vedra Beach | FL | 11/2016 | 12/2023 |
| Wells Fargo Advisors Financial Network, Llc | Ponte Vedra Beach | FL | 12/2023 | Present |
MIDDLETON COASTAL VALLEY WEALTH MANAGEMENT LLC; INV RELATED; JACKSONVILLE, FL; 100% OWNERSHIP; START: 12/01/2023; 160 HOURS A MONTH; 160 HOURS DURING TRADING; FINET PRACTICE LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-01 |
Reach out to this advisor