Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2019-06-18 |
| TX | RA | APPROVED_RES | 2019-05-28 |
Branch Locations
2220 Nw Labiche Lane Suite 210, Bend, OR 97703 • United States
Bend, OR • United States
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 | Bend | OR | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bend | OR | 11/2016 | 05/2019 |
| Rbc Capital Markets, Llc | Bend | OR | 05/2019 | Present |
(1) Name of Entity - Latecomers Bowling Leage Address - Lava Lanes of Bend 1555 NE Forbes Rd Bend OR 97701 Business Description - Secretary for Bowling League Business is not investment related Projected Start Date: 10/03/2019 Capacity: Other Duties Performed: Maintain checkbook, make deposits to bank, and write checks to bowling alley for lane fees. Will be in charge of an account with a balance of less than $2000.00. Hours Devoted to this OBA Per Month: 1 Hours Devoted to this OBA during business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-13 |
Reach out to this advisor