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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-02-28 |
| TX | RA | APPROVED | 2019-02-28 |
Branch Locations
830 Morris Tpke Ste 488, Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Short Hills | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Short Hills | NJ | 11/2016 | 02/2019 |
| Wells Fargo Advisors Financial Network, Llc | Short Hills | NJ | 02/2019 | Present |
REY FINANCIAL GROUP LLC; INV. RELATED; MORRISTOWN, NJ; 35.50% OWNERSHIP; FINET PRACTICE; START DATE 3/2019; 50 HRS PER MONTH; 32.5 HRS DURING TRADING.; CO-TRUSTEE FOR MOTHER'S TRUST, INV RELATED, CRANFORD, NJ, START: 5/10/2022, 4 HRS/MONTH, 4 HRS DURING TRADING.; POWER OF ATTORNEY FOR FATHER, INV RELATED, WARREN, NJ, START: 7/1/2022, 0 HRS/MONTH, 0 HRS DURING TRADING.; CO-TRUSTEE FOR DECEASED MOTHER'S TRUST; INV. RELATED; WARREN, NJ; START DATE 10/31/2022; 4 HRS PER MONTH; 4 HRS DURING TRADING.; CO-TRUSTEE FOR FATHER'S TRUST, INV RELATED, WARREN, NJ, START: 10/31/2022, 4 HRS/MONTH, 4 HRS DURING TRADING. NJ AUDOBON SOCIETY, INVT RELATED, BERNARDSVILLE, NJ, FINANCE COMMITTEE MEMBER, START DATE 12/4/2024, 1 HR PER MONTH AND DURING TRADING, ATTENDING MEE3TINGS, COLLABORATING WITH OTHER MEMBERS OF THE COMMITTEE TO REVIEW PROPOSED BUDGETS AND TRACKING, HELPING PROVIDE INSTITUTIONAL KNOWLEDGE ON HISTORY OF ORGANIZATION AS WELL AS GENERAL INVESTMENT EDUCATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-23 |
Reach out to this advisor