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_RES | 2021-01-21 |
| PA | RA | APPROVED | 2016-01-21 |
Branch Locations
100 N 18Th St 22Nd Fl Two Logan Square, Philadelphia, PA 19103 • United States
Yardley, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc. | Philadelphia | PA | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2016 | Present |
RIVER ROAD CONDO ASSOCIATION; NOT INVESTMENT RELATED; YARDLEY, PS; PRESIDENT; START 1/13/2021; 1 HOUR PER MONTH; ZERO HOURS DURING TRADING ; ATTENDING MEETINGS TO DISCUSS CONDO RULES, EXPENSES, AND PROJECTS. LAFAYETTE COLLEGE BOARD OF TRUSTEES ALUMNI ASSOCIATE, INVT RELATED, EASTON, PA, INVESTMENT COMMITTEE, START DATE 8/31/2023, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDIN GMEETINGS, ESTABLISHING CRITERIA FOR THE INVESTMENT POLICY DECISIONS AND ASSET ALLOCATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-09 |
Reach out to this advisor