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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-09 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
4888 San Felipe Rd Ste 1, San Jose, CA 95135 • United States
50 W Fernando St. 15Th Fl, Ste 1500 [Lk/Nh-Rbo], San Jose, CA 95113 • 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 | San Jose | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; SAN JOSE, CA; 100% OWNER; START: 05/01/2026; 4 HRS PER MONTH; 0 DURING TRADING; RENTAL PROPERTY REVOCABLE LIVING TRUST FOR FRIEND ; INV RELATED;SAN JOSE,CA; BENEFICIARY; START DATE: 04/28/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-29 |
Reach out to this advisor