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 |
|---|---|---|---|
| ME | RA | APPROVED | 2022-10-05 |
| TX | RA | APPROVED_RES | 2017-11-02 |
| GA | RA | APPROVED | 2005-10-06 |
Branch Locations
2520 Northwinds Pkwy Ste 200 Two Northwinds Center, Alpharetta, GA 30009 • United States
Roque Bluffs, ME • United States
Alpharetta, GA • 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 | Alpharetta | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Alpharetta | GA | 11/2016 | Present |
TRUSTEE FOR COUSIN, INV RELATED, ALPHARETTA, GA, START: 10/01/2023, 4 HOURS A MONTH, 0 HOURS DURING TRADING. TRUSTEE FEES FOR COUSIN'S TRUST, INV RELATED, ALPHARETTA, GA, START: 2/29/2024, 6 HOURS PER MONTH, 3 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-16 |
Reach out to this advisor