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 |
|---|---|---|---|
| OH | RA | APPROVED | 2020-09-04 |
| TX | RA | APPROVED | 2020-09-04 |
Branch Locations
875 N Cleveland Massillon Rd, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Akron | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Akron | OH | 11/2016 | 09/2020 |
| Wells Fargo Advisors Financial Network, Llc | Akron | OH | 09/2020 | Present |
875 NORTH CLEVELAND PROPERTIES LLC, INV RELATED, FAIRLAWN, OH, 50% OWNERSHIP, START 8/1/2019, 160 HOURS PER MONTH, 40 HOURS DURING TRADING, HOLDS PRACTICE BUILDING. RENTAL PROPERTY, INV RELATED, FAIRLAWN, OH, 50% OWNERSHIP, START 8/1/2019, 10 HRS PER MONTH, 0 HRS DURING TRADING, PROPERTY OWNER.; CO-TRUSTEE FOR CLARK GUILLIAM WEALTH MANAGEMENT 401K, INV RELATED, AKRON, OH, START: 3/1/2021, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. RENTAL PROPERTY; INV RELATED, AKRON, OH, 50% OWNERSHIP, START 8/1/2019, 0 HOURS PER MONTH, 0 HOURS DURING TRADING, RENTAL FOR FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-09 |
Reach out to this advisor