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 |
|---|---|---|---|
| ID | RA | APPROVED | 2022-09-15 |
| TX | RA | APPROVED_RES | 2019-03-25 |
| CA | RA | APPROVED | 2019-03-22 |
Branch Locations
2100 Northwest Blvd Ste 180, Coeur D'ALene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Santa Barbara | CA | 07/2008 | 03/2019 |
| Morgan Stanley Smith Barney | Santa Barbara | CA | 06/2009 | 03/2019 |
| Wells Fargo Clearing Services, Llc | Santa Barbara | CA | 03/2019 | 10/2022 |
| Wells Fargo Clearing Services, Llc | Coeur D Alene | ID | 10/2022 | Present |
VC CATTLE COMPANY LLC, INV RELATED, GOLETA, CA, 50% OWNERSHIP WITH SPOUSE, START 5/15/2020, 1 HOUR PER MONTH, ZERO DUIRNG TRADING, PASSIVE INVESTOR IN CATTLE OPERATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-23 |
Reach out to this advisor