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 |
|---|---|---|---|
| OR | RA | APPROVED | 2019-09-05 |
| WA | RA | APPROVED | 2019-09-05 |
Branch Locations
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
522 A Ave, Lake Oswego, OR 97034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Milwaukie | OR | 07/2013 | Present |
| Wells Fargo Clearing Services, Llc | Milwaukie | OR | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-09 |
Reach out to this advisor