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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-22 |
| CA | RA | APPROVED | 2010-06-02 |
Branch Locations
1455 First St Ste 201, Napa, CA 94559 • United States
901 Main St, Napa, CA 94559 • United States
3700 Old Redwood Hwy Ste 108 [Ra-Rbo], Santa Rosa, CA 95403 • United States
Huntington Beach, CA • United States
2 disclosure categories 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 | Napa | CA | 05/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Napa | CA | 11/2016 | Present |
ASPIRE, NOT INV RELATED, SAN DIEGO, CA, PERSONAL ASSISTANT, START 1/13/2019, 10 HOURS PER MONTH, ZERO DURING TRADING, BOOKING APPOINTMENTS AND FLIGHTS. RENTAL PROPERTY; INVESTMENT RELATED; NAPA,CA; 100% OWNERSHIP; START DATE 06/12/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-25 |
Reach out to this advisor