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 | 2024-04-29 |
| TX | RA | APPROVED_RES | 2024-04-05 |
Branch Locations
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 | 11/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wilmington | NC | 11/2016 | 04/2024 |
| Wells Fargo Advisors Financial Network, Llc | Wilmington | NC | 04/2024 | Present |
SEVENMILE RIDGE INVESTMENTS LLC, NOT INV RELATED, WILMINGTON, NC, 100% OWNERSHIP, START DATE: 11/17/23, 0 HRS PER MONTH, 0 HRS DURING TRADING, FINET; | ATLAS INVESTMENT MANAGEMENT LLC, NOT INV RELATED, HAMPSTEAD, NC, 25% OWNERSHIP, START DATE: 11/20/23, 0 HRS PER MONTH, 0 HRS DURING TRADING, FINET;| BOLICK GP, LLC; INV RELATED; WILMINGTON, NC; 90% OWNERSHIP; START DATE 01/10/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-19 |
Reach out to this advisor