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 | 1999-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sherman | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sherman | TX | 11/2016 | Present |
WILSON N. JONES COMMUNITY FOUNDATION, INV RELATED, SHERMAN, TX, MEMBER OF THE BOARD OF DIRECTORS, START 9/1/2022, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, DISCUSSING GRANT REQUESTS FROM ORGANIZATIONS WITHIN THE COMMUNITY, AND REVIEWING THE INVESTMENT POLICY STATEMENT. AJD ADVENTURES, LLC; NOT INVESTMENT RELATED; SHERMAN,TX; 100% OWNERSHIP WITH SPOUSE; START 4/11/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; ESTATE PLANNING. SHERMAN TEXAS CITY COUNCIL, NOT INV RELATED, SHERMAN, TX, COUNCIL MEMBER, START 11/2024, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, COUNCIL MEMBER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-04 |
Reach out to this advisor