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 | 2019-11-21 |
| NC | RA | APPROVED | 2017-12-14 |
Branch Locations
7265 Nc Highway 42, Raleigh, NC 27603 • United States
1405 Executive Dr, Clayton, NC 27520 • United States
6752 Parker Farm Dr Ste 300, Wilmington, NC 28405 • United States
201 E Market St, Smithfield, NC 27577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Clayton | NC | 11/2013 | 12/2017 |
| Wells Fargo Clearing Services, Llc | Wilmington | NC | 12/2017 | Present |
CO-TRUSTEE FOR FATHER'S TRUST; INV. RELATED; TRUMBULL, CT; START 12/8/2017; 0 HRS PER MONTH; 0 HRS DURING TRADING. TRUSTEE FOR STEP MOTHER, INV RELATED, NEW ROCHELLE, NY, START 6/14/2019, 0 HRS/MONTH, 0 HRS DURING TRADING. BELMONT HOMEOWNERS ASSOCIATION, NOT INV RELATED, CHARLOTTE, NC, BOARD MEMBER, START 11/15/2021, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, VOTE ON COMMUNITY PLANS AND CONSTRUCTION APPROVALS. TRUSTEE FOR FATHER'S TRUST; INV. RELATED; HARRISON, NY; START 4/29/2019; 1 HR PER MONTH; 1 HR DURING TRADING.; TRUSTEE FOR FATHER, INV RELATED, TRUMBULL, CT, START 10/23/2020, 1 HR/MONTH, 1 HR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-08 |
Reach out to this advisor