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 |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-28 |
| TX | RA | APPROVED_RES | 2022-03-08 |
| NY | RA | APPROVED | 2021-07-27 |
| NJ | RA | APPROVED | 2003-10-29 |
Branch Locations
2500 Westchester Ave Stes 201 & 203, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Ardsley | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ardsley | NY | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, DANBURY, CT, 100% OWNERSHIP WITH SPOUSE, START 6/1/2013, ZERO HOURS PER MONTH, LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-20 |
Reach out to this advisor