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 | 2025-05-30 |
Branch Locations
15303 Ventura Blvd Ste 900, Sherman Oaks, CA 91403 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Woodland Hills | CA | 11/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Woodland Hills | CA | 11/2016 | 05/2025 |
| Wells Fargo Advisors Financial Network, Llc | Woodland Hills | CA | 05/2025 | Present |
HOELZEL HARE GROUP, LLC; INV RELATED; SHERMAN OAKS, CA; LLC FOR THE FINET BUSINESS; 51% OWNERSHIP; START DATE 4/29/2025; 100 HOURS PER MONTH; 100 HOURS DURING TRADING HOURS| 477 CAPITAL; INV RELATED; SHERMAN OAKS, CA; CONSULTING; 100% OWNERSHIP; START DATE 04/17/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-23 |
Reach out to this advisor