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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-10 |
Branch Locations
550 S Tryon St, Charlotte, NC 28202 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-10-18 |
Branch Locations
550 S Tryon St 40Th And 42Nd Fls, Charlotte, NC 28202 • United States
Morresville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Staten Island | NY | 02/2008 | 03/2018 |
| The Vanguard Group, Inc. | Charlotte | NC | 06/2018 | 09/2019 |
| Wells Fargo Clearing Services | Charlotte | NC | 09/2019 | Present |
| Wells Fargo Advisors Financial Network | Charlotte | NC | 08/2026 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; GLEN OAKS,NY; 100% OWNERSHIP; START DATE 10/03/2019; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; LANDLORD. RENTAL PROPERTY; INVESTMENT RELATED; TROUTMAN, NC; 100% OWNERSHIP; START DATE 11/16/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-23 |
Reach out to this advisor