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 | 2026-04-28 |
| NJ | RA | APPROVED | 2022-05-24 |
| TX | RA | APPROVED_RES | 2022-05-12 |
Branch Locations
2385 Nw Executive Center Dr Ste 260 [Satellite], Boca Raton, FL 33431 • 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 | New York | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | 05/2022 |
| Wells Fargo Advisors Financial Network, Llc | Chatham | NJ | 05/2022 | Present |
19 CENTER STREET LLC, INV RELATED, CHATHAM, NJ, 50% OWNERSHIP, START 5/10/2021, 1HR PER MONTH, ZERO HOURS DURING TRADING, TO HOLD BUILDING FOR FINET PRACTICE.;| CENTER STREET CAPITAL ADVISORS, LLC, INVT RELATED, CHATHAM, NY, 50% OWNERSHIP, START DATE 9/10/2021, 10 HRS PER MONTH, 1 DURING TRADING, FINET PRACTICE.;| OCEAN & CEDAR, INVT RELATED, LIVINGSTON, NJ, 100% OWNERSHIP, START DATE 1/7/2022, 1 HR PER MONTH, 0 HRS DURING , S-CORP FOR TRANSITION TO FINET PRACTICE.;| INEFFABLE VENTURES DEEPWHALE II, LLC, INV RELATED, NEW YORK, NY, 80% OWNERSHIP, START: 9/15/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING, INVESTMENT OPPORTUNITY.;| IV SERIES 30A ; INV RELATED;NEW YORK,NY; MERCURY COMPUTING;50% OWNERSHIP; START DATE: 08/03/2026; 1 HRS PER MONTH; - HRS DURING TRADING; INEFFABLE VENTURES LEO II LLC, INV RELATED, NEW YORK, NY, 40% OWNERSHIP, START: 2/7/2024, 0 HOURS A MONTH, 0 HOURS DURING TRADING.| INVEFFABLE VENTURES CYVORE II, LC, INVT RELATED, NEW YORK, NY, 40% OWNERSHIP, START DATE 10/2/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, TO FACILITATE PRIVATE INVESTMENTS.| SERIES RELYON II IVS, LLC, INVT RELATED, NEW YORK, NY, 53% OWNERSHIP, START DATE 11/25/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, TO FACILIATE PRIVATE INVESTMENT.| IV SERIES 3A, A SERIES OF INEFFABLE VENTURES SERIES LLC; INV RELATED; NEW YORK, NY; USED TO MAKE INVESTMENT; 33.34% OWNERSHIP; START DATE 03/31/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING| IV SERIES 9A, A SERIES OF INEFFABLE VENTURES SERIES LLC; INV RELATED; NEW YORK, NY; USED TO MAKE INVESTMENT; 26.67% OWNERSHIP; START DATE 06/09/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING| IV SERIES 10A, A SERIES OF INEFFABLE VENTURES SERIES LLC; INV RELATED; NEW YORK, NY; USED TO MAKE INVESTMENT; 33.34% OWNERSHIP; START DATE 07/11/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING IV SERIES 15A, A SERIES OF INEFFABLE VENTURES SERIES LLC ; INV RELATED; NEW YORK, NY; INVESTMENT IN A PRIVATE COMAPNY;50% OWNERSHIP; START DATE: 09/29/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; IV SERIES 19A, A SERIES OF INEFFABLE VENTURES PARTNERS LLC ; INV RELATED; NEW YORK,NY; INVESTMENT;50% OWNERSHIP; START DATE: 12/18/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-22 |
Reach out to this advisor