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 |
|---|---|---|---|
| MO | RA | APPROVED | 2023-03-13 |
| TX | RA | APPROVED | 2023-03-13 |
Branch Locations
231 South Bemiston Suite 550, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | St Louis | MO | 06/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St Louis | MO | 11/2016 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Clayton | MO | 03/2023 | Present |
PORTICO WEALTH MANAGEMENT, LLC, INVT RELATED, CLAYTON, MO, 25% OWNERSHIP, START DATE 3/13/2023, 160 HRS PER MONTH, 160 HRS DURING TRADING, FINET PRACTICE. | GRAWE, LLC, INVT RELATED, CLAYTON, MO, 100% OWNERSHIP, START DATE 3/13/2023, 160 HRS PER MONTH, 160 HRS DURING TRADING, FINET PRACTICE.| PWM PROPS & OPS; INV RELATED; SAINT LOUIS, MO; REAL ESTATE; 25% OWNERSHIP; START DATE 02/01/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-27 |
Reach out to this advisor