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 | 2023-12-20 |
| CA | RA | APPROVED | 2023-12-18 |
Branch Locations
26135 Carmel Rancho Blvd Ste E-200, Carmel, CA 93923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Del Rey Oaks | CA | 01/2014 | Present |
| Wells Fargo Clearing Services Llc | Del Rey Oaks | CA | 04/2019 | Present |
| Gap | Monterey | CA | 06/2011 | 03/2018 |
NOTARY PUBLIC; NOT INV RELATED; STATE OF CALIFORNIA; START DATE 5/1/2024; 1 HOUR PER MONTH; 0 DURING TRADING; NOTARIZING DOUCMENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-09 |
Reach out to this advisor