Best Investors
Account
Sign in
Best Investors
Account
Sign in
4037 Gateway Drive, Joplin, MO 64804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-21 |
| MO | RA | APPROVED | 2022-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Joplin | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Joplin | MO | 11/2016 | 08/2022 |
| Truenorth Wealth & Impact | Joplin | MO | 08/2022 | Present |
7 PILLARS REAL ESTATE, LLC; INVT RELATED; JOPLIN, MO; 100% OWNERSHIP, START DATE 04/04/2022; 5-10 HRS PER MONTH; 1-3 HRS DURING TRADING; LAND OWNERSHIP, REAL ESTATE HOLDINGS COMPANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-05 |
Reach out to this advisor