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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-13 |
| TX | RA | APPROVED | 2013-03-28 |
| MI | RA | APPROVED | 2010-01-07 |
Branch Locations
2723 S State St Ste 320, Ann Arbor, MI 48104 • United States
Montague, MI • United States
Fort Myers, FL • United States
Ann Arbor, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Ann Arbor | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ann Arbor | MI | 11/2016 | Present |
DANMAR, LLC; NON INV RELATED; MONTAGUE, MI; OWNER WITH SPOUSE; MARINA PROPERTY; START: 2006; .5 HR/MO; 0 DURING TRADING. CO-TRUSTEE OF FATHER'S TRUST; INV. RELATED; SUN CITY CENTER, FL; START DATE 2/2022; 2 HRS PER MONTH; 1 HR DURING TRADING. CO-TRUSTEE OF MOTHER'S TRUST; INV. RELATED; SUN CITY CENTER, FL; START DATE 3/2022; 2 HRS PER MONTH; 1 HR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-28 |
Reach out to this advisor