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 |
|---|---|---|---|
| CO | RA | APPROVED | 2022-02-08 |
Branch Locations
460 S College Ave, Fort Collins, CO 80524 • United States
1700 Lincoln St 10Th & 11Th Fls [Ma/Md-Rbo], Denver, CO 80203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Fort Collins | CO | 10/2014 | Present |
| Wells Fargo Advisors, Llc | Longmont | CO | 10/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Longmont | CO | 11/2016 | 01/2019 |
| Wells Fargo Clearing Services, Llc | Fort Collins | CO | 11/2021 | Present |
THE FRIENDS OF THE GARDENS ON SPRING CREEK; NOT INV. RELATED; FORT COLLINS, CO; FINANCE COMMITTEE MEMBER; START DATE 1/1/2024; 4 HRS PER MONTH; 4 HRS DURING TRADING; DUTIES: MONITORS ALL FINANCIAL ASPECTS OF THE ORGANIZATION, ENSURE DEPOSITS AND PAYMENTS ARE HANDLED IN A TIMELY MANNER, REVIEW FINANCIAL RECORDS AND PREPARE MONTHLY REPORTS FOR BOARD AND MAKE RECOMMENDATIONS REGARDING BUDGET AND YEARLY EXPENDITURES. | THE FRIENDS OF THE GARDENS ON SPRING CREEK; NOT INV RELATED; FORT COLLINS, CO; TREASURER; START DATE 9/2/2024; 7 HOURS PER MONTH; 5 DURING TRADING; PRESENT FINANCIAL STATEMENTS, MEET WITH BOOKKEEPERS TO REVIEW AND UPDATE BOOKS, DEPOSIT AND SIGN CHECKS, RECRUIT FINANCIAL COMMITTEE MEMBERS AND RUN FINANCIAL COMMITTEE AS LEAD. | THE FRIENDS OF THE GARDENS ON SPRING CREEK; INV RELATED; FORT COLLINS, CO; TREASURER; START DATE: 09/01/2026; 4 HOURS PER MONTH; 0 DURING TRADING; FUNDRAISING AND ADVOCACY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-20 |
Reach out to this advisor