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 |
|---|---|---|---|
| GA | RA | APPROVED | 2005-05-13 |
Branch Locations
3280 Peachtree Rd Ne 4Th Fl [G4-Rbo], Atlanta, GA 30305 • United States
700 Hampton Green Nw 2Nd Fl, Duluth, GA 30096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Atlanta | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | Present |
SHALLOWFORD PRESBYTERIAN, INV RELATED, ATLANTA, GA, CHURCH SUPPORT AND ENDOWMENT COMMITTEE MEMBER, START 8/30/2021, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HEARING REPORTS FROM ADVISORS, MONITORING PERFORMANCE OF THE ADVISOR, AND ADVISING ON AMOUNT OF FUNDS NEEDED FOR CHURCH ACTIVITIES. SHALLOWDORD PRESBYTERIAN CHURCH, INVT RELATED, ATLANTA, GA, MISSION FORWARD FUND COMMITTEE, START DATE 1/1/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, REVIEWING, VOTING AND POTENTIALLY GIVE GRANTS FROM FUND TO CHARITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-20 |
Reach out to this advisor