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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1470 W Grand Pkwy S, Katy, TX 77494 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Katy | TX | 02/2010 | 06/2019 |
| Wells Fargo Advisors Llc | Katy | TX | 10/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Katy | TX | 11/2016 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sugar Land | TX | 06/2019 | 08/2020 |
| Bank Of America, N.A. | Sugar Land | TX | 08/2020 | 03/2025 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 03/2025 | Present |
XXVI HOLDINGS, INC; NOT INV RELATED; MOUNTAINVIEW, CA; CONTENT CREATOR; 05/2024; 4 HOURS PER MONTH; 0 DURING TRADING; CONTENT CREATOR ON YOUTUBE| YOUTUBE CONTENT CREATOR; NOT INV RELATED; KATY, TX; 100% OWNERSHIP; 04/2025; 3 HOURS PER MONTH; 0 DURING TRADING; CONTENT CREATOR FOR YOUTUBE |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-06 |
Reach out to this advisor