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 | 2025-02-21 |
| AK | RA | APPROVED | 2024-07-08 |
| CT | RA | APPROVED | 2024-07-08 |
| DE | RA | APPROVED | 2024-07-08 |
| IL | RA | APPROVED | 2024-07-08 |
| IN | RA | APPROVED | 2024-07-08 |
| KS | RA | APPROVED | 2024-07-08 |
| KY | RA | APPROVED | 2024-07-08 |
| ME | RA | APPROVED | 2024-07-08 |
| MD | RA | APPROVED | 2024-07-08 |
| MI | RA | APPROVED | 2024-07-08 |
| MN | RA | APPROVED | 2024-07-08 |
| MO | RA | APPROVED | 2024-07-08 |
| NV | RA | APPROVED | 2024-07-08 |
| NH | RA | APPROVED | 2024-07-08 |
| NY | RA | APPROVED | 2024-07-08 |
| NC | RA | APPROVED | 2024-07-08 |
| OK | RA | APPROVED | 2024-07-08 |
| OR | RA | APPROVED | 2024-07-08 |
| PA | RA | APPROVED | 2024-07-08 |
| RI | RA | APPROVED | 2024-07-08 |
| SC | RA | APPROVED | 2024-07-08 |
| WA | RA | APPROVED | 2024-07-08 |
| WI | RA | APPROVED | 2024-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Greenville | SC | 07/2015 | 09/2016 |
| Td Bank N.A. | Greer | SC | 09/2016 | 10/2020 |
| Td Bank N.A. | Greenville | SC | 11/2020 | 07/2024 |
| Td Private Client Wealth Llc | Greenville | SC | 11/2020 | 07/2024 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 07/2024 | Present |
| Publix Supermarkets | Taylors | SC | 09/2008 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-13 |
Reach out to this advisor