Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-07 |
| NE | RA | APPROVED | 2022-06-03 |
Branch Locations
2930 Ridge Line Road Suite 111, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | El Cajon | CA | 09/2016 | 11/2016 |
| Wells Fargo Bank, Na | El Cajon | CA | 08/2016 | 09/2016 |
| Wells Fargo Clearing Services, Llc | El Cajon | CA | 11/2016 | 11/2018 |
| Td Ameritrade | San Diego | CA | 11/2018 | 02/2021 |
| Raymond James & Associates, Inc. | Lincoln | NE | 09/2021 | Present |
| Unemployed | San Diego | CA | 02/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-08 |
Reach out to this advisor