Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-22 |
Branch Locations
8988 Preston Rd, Frisco, TX 75034 • United States
201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Frisco | TX | 09/2013 | Present |
| Wells Fargo Clearing Services, Llc | Frisco | TX | 10/2018 | Present |
YAATIM FOUNDATION, INV RELATED, PLANO, TX, TREASURER, START 8/31/2019, 1 HR PER MONTH, 0 HRS DURING TRADING, RECONCILING BANK STATEMENTS AND MANAGING CASH FLOW.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-02 |
Reach out to this advisor