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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-05 |
| OR | RA | APPROVED | 2023-06-02 |
| TX | RA | APPROVED | 2023-06-02 |
Branch Locations
601 California Suite 1168 [Satellite], San Francisco, CA 94108 • United States
595 Humboldt St Ste 200, Reno, NV 89509 • United States
2900 Nw Clearwater Drive Suite 100 Office 16 [Satellite], Bend, OR 97703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | San Francisco | CA | 11/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | San Francisco | CA | 06/2023 | Present |
BLUE NORTH FINANCIAL, LLC, INVT RELATED, BEND, OR, 100% OWNERSHIP, START DATE 3/22/2023, 200 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE.| BROKEN TOP COMMUNITY CLUB; INV RELATED; BEND, OR; OUTDOOR ACTIVITIES; FINANCE COMMITTEE MEMBER; START DATE 03/14/2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-19 |
Reach out to this advisor