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 |
|---|---|---|---|
| CA | RA | APPROVED | 2021-10-14 |
Branch Locations
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 | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | 10/2021 |
| Wells Fargo Advisors Financial Network, Llc | San Jose | CA | 10/2021 | Present |
DAVOUDI WEALTH MANAGEMENT, INC, INVT RELATED, SAN JOSE, CA, 100% OWNERSHIP, START DATE 10/15/2021, 1-2 HRs PER MONTH, 0 HRS DURING TRADING, S-CORP FOR PAYROLL FOR FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-26 |
Reach out to this advisor