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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-30 |
Branch Locations
3059 Townsgate Rd, Westlake Village, CA 91361 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-08-07 |
Branch Locations
3059 Townsgate Rd 4Th Fl, Ste 400, Westlake Village, CA 91361 • United States
Camarillo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | Woodland Hills | CA | 02/2005 | 07/2018 |
| Wells Fargo Clearing Services, Llc | Woodland Hills | CA | 07/2018 | Present |
| Wells Fargo Advisors Financial Network | Westlake Village | CA | 03/2026 | Present |
FAIRFIELD HOA - VICE-PRESIDENT; NOT INV RELATED; CAMARILLO, CA; HOMEOWNERS ASSOCIATION; VICE PRESIDENT; START DATE: 07/01/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-24 |
Reach out to this advisor