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 |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-05 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
285 Riverside Ave Suite 250 [Satellite], Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | New Haven | CT | 07/2018 | 10/2018 |
| Integrated Corporate Relations | Norwalk | CT | 06/2017 | 08/2017 |
| Student | Westport | CT | 01/2005 | 06/2018 |
| Wells Fargo Advisors Financial Network, Llc | Westport | CT | 10/2025 | Present |
| Deloitte | Stamford | CT | 04/2019 | 06/2022 |
| Unemployed | Westport | CT | 07/2022 | 07/2023 |
| Greysteel | New York | NY | 08/2023 | 10/2024 |
| Unemployed | Westport | CT | 11/2024 | 10/2025 |
| Unemployed | Westport | CT | 11/2018 | 03/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-07 |
| S65 | Uniform Investment Adviser Law Examination | 2026-03-24 |
Reach out to this advisor