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 |
|---|---|---|---|
| FL | RA | APPROVED | 2000-10-01 |
Branch Locations
446 Tamiami Trail S, Venice, FL 34285 • United States
1819 Main St Ste 230 [A8-Rbo], Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Venice | FL | 05/2009 | Present |
| Wells Fargo Advisors Llc | Venice | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Venice | FL | 11/2016 | Present |
RENTAL PROPERTY #1; INV. RELATED; NOKOMIS, FL; OWNER; START DATE 10/2016; 5 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: BOOKKEEPING. RENTAL PROPERTY #2; INV. RELATED; NOKOMIS, FL; OWNER; START DATE 10/2016; 5 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: BOOKKEEPING. RENTAL PROPERTY #3; INV. RELATED; NOKOMIS, FL; OWNER; START DATE 10/2016; 5 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: BOOKKEEPING. RENATL PROPERTY #4; INV RELATED; NOKOMIS, FL; 100% OWNERSHIP; START 11/30/2023; 10 HOURS PER MONTH; 0 HOURS DURING TRADING; PROPERTY MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-24 |
Reach out to this advisor