Best Investors
Account
Sign in
Best Investors
Account
Sign in
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-07 |
| CO | RA | APPROVED | 2022-02-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Newport Beach | CA | 04/2008 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Newport Beach | CA | 11/2016 | 06/2018 |
| First Republic Securities Company, Llc | Newport Beach | CA | 06/2018 | 12/2021 |
| First Republic Investment Management, Inc. | Newport Beach | CA | 06/2018 | 12/2021 |
| Edward Jones | St Louis | MO | 02/2022 | Present |
| Unemployed | Montrose | CO | 12/2021 | 02/2022 |
"Spring Creek Mesa Enterprises Type of business: Family farm Montrose, CO Start date: 5/20/2022 Member Hours per week: 0 Hours during trading: 0 Formed to run expense of tools and expense associated with cultivating pasture." "San Juan Farms LLC Type of business: Family Farm Montrose, CO Start date: 2/10/2021 Member Hours per week: 0 Hours during trading: 0 LLC was formed to run expense of raising cattle at home for family food." "Rivers Edge at Southmont Home Owners Association Type: Date: 10/31/22 Title: VP Trad Hrs: 0 Tot Hrs: 0 Desc: Steer policy and issues as they pertain to the subdivision and the residents who reside in it. I am not a signer on ED Jones account and I abstain from all voting associated with finances. Previously approved City-State: Montrose CO"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-22 |
Reach out to this advisor