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 | 2022-06-02 |
| UT | RA | APPROVED | 2012-07-25 |
Branch Locations
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
5454 S Redwood Rd, Salt Lake City, UT 84123 • United States
358 S 700 E Ste (Range A1 - A3), Salt Lake City, UT 84102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Salt Lake City | UT | 06/2012 | Present |
| Wells Fargo Advisors Llc | Salt Lake City | UT | 06/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; SALT LAKE CITY, UT; 50% OWNERSHIP; START 10/1/2015; 1 HOUR PER MONTH, 0 DURING TRADING; LOCATING TENANTS. MDD HOLDINGS LLC, INV RELATED, COVINGTON, KY, 50% OWNERSHIP, START 7/17/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, NO DUTIES LLC OWNS RENTAL PROPERTY. CD HOLDINGS LLC; INV. RELATED; LUDLOW, KY; 50% OWNERSHIP; HOLDS RENTAL PROPERTY; START DATE 7/17/2018; DUTIES: NONE. RENTAL PROPERTY; INV. RELATED; LUDLOW, KY; 50% OWNERSHIP; START DATE 7/17/2018; DUTIES: NONE. RENTAL PROPERTY, INV RELATED, LUDLOW, KY, 50% OWNERSHIP, START 9/9/2019, ZERO HOURS PER MONTH, ZERO DURING TRADING, NO DUTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-09 |
Reach out to this advisor