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 | 2022-08-09 |
| NY | RA | APPROVED | 2021-07-27 |
| TX | RA | APPROVED | 2012-07-02 |
| PA | RA | APPROVED | 2012-06-15 |
Branch Locations
1 Lafayette Pl [Vh-Rbo], Greenwich, CT 06830 • United States
Darien, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New York | NY | 03/2012 | Present |
TRUSTEE OF COUSIN'S TRUST; INV. RELATED; WILMINGTON, DE; START DATE 9/25/2020; 2 HRS PER MONTH; 2 HRS DURING TRADING. TRUSTEE OF AUNT'S TRUST; INV. RELATED; DARIEN, CT; START DATE 11/2021; 4 HRS PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-10 |
Reach out to this advisor