Best Investors
Account
Sign in
Best Investors
Account
Sign in
501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-04 |
| CO | RA | APPROVED | 2026-01-26 |
Branch Locations
2015 Clubhouse Drive Suite 202, Greeley, CO 80634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Fort Collins | CO | 12/2014 | 01/2019 |
| Wells Fargo Advisors, Llc | Fort Collins | CO | 07/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Collins | CO | 11/2016 | 01/2019 |
| Wells Fargo Clearing Services, Llc | Greeley | CO | 02/2023 | 11/2025 |
| Wells Fargo Bank, Na | Greeley | CO | 02/2023 | 11/2025 |
| Adams Bank And Trust | Ogallala | NE | 01/2019 | 11/2020 |
| First Bank And Trust | Lubbock | TX | 11/2020 | 04/2021 |
| Self Employed | Greeley | CO | 05/2021 | 02/2023 |
| Stifel, Nicolaus & Company | Greeley | CO | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-27 |
| S66 | Uniform Combined State Law Examination | 2016-10-04 |
Reach out to this advisor