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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-25 |
| TX | RA | APPROVED | 2024-11-21 |
Branch Locations
5811 Pelican Bay Blvd Ste 600, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverglades Family Offices, Llc | Naples | FL | 07/2014 | 09/2016 |
| Wells Fargo Advisors, Llc | Naples | FL | 09/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Naples | FL | 11/2016 | 11/2024 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 11/2024 | Present |
RTE WEALTH LLC; INV RELATED; NAPLES, FL; 100% OWNERSHIP; START DATE 11/21/2024; 1 HOUR PER MONTH; 0 DURING TRADING; SINGLE MEMBER LLC - FINET.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-10-26 |
| S66 | Uniform Combined State Law Examination | 2009-01-08 |
Reach out to this advisor