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_RES | 2025-02-04 |
| NC | RA | APPROVED | 2022-09-02 |
Branch Locations
130 Harbour Pl Dr Ste 200, Davidson, NC 28036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Value Investment Corp. (Aka Milwaukee Private Wealth Mgmt | Mequon | WI | 07/2014 | 02/2018 |
| Wells Fargo Securities Llc | Charlotte | NC | 11/2018 | Present |
| Unemployment | Charlotte | NC | 02/2018 | 07/2018 |
| Apex | Charlotte | NC | 07/2018 | 11/2018 |
| Wells Fargo Bank N.A. | Charlotte | NC | 11/2018 | 12/2019 |
NOT COMPLETED YET; INV RELATED;BROOKFIELD,WI; POWER OF ATTORNEY FOR THE ESTATE AND GUARDIAN OF MY NIECE'S AND NEPHEW'S ASSETS.; GUARDIAN/CO-GUARDIAN; START DATE: 10/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-10 |
Reach out to this advisor