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 |
|---|---|---|---|
| MT | RA | APPROVED | 2022-06-03 |
| TX | RA | APPROVED | 2022-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Missoula | MT | 01/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Missoula | MT | 11/2016 | 06/2022 |
| Wells Fargo Advisors Financial Network, Llc | Missoula | MT | 06/2022 | Present |
PROVIDENCE MONTANA HEALTH FOUNDATION, INV RELATED, MISSOULA, MN, FINANCE COMMITTEE, START 1/6/2021, 2 HRS PER MONTH, 2 HRS DURING TRADING, REVIEW INVESTMENT OBJECTIVES AND MONTHLY AND YEARLY FINANCIALS.| PINTLER HOLDINGS LLC; INV RELATED; MISSOULA, MT; 80.1% OWNERSHIP; START DATE 03/25/2025; 160 HOURS PER MONTH; 0 HOURS DURING TRADING; WEALTH MANAGEMENT| PINTLER LEGACY PARTNERS; LLC; 50% OWNERSHIP; START DAT 03/25/2025; 160 HOURS PER MONTH; 160 HOURS DURING TRADING; FINANCIAL ADVISORY/WEALTH MANAGEMENT FRANCIS BLACK LLC, INV RELATED, MISSOULA, MN, 100% OWNERSHIP, START 5/15/2022, 160 HRS PER MONTH, 160 HRS DURING TRADING, FINET PRACTICE.| RIVER CITY CAPITAL LLC; INV RELATED; MISSOULA, MT; 33.33% OWNERSHIP; FINET BUSINESS PASS THROUGH; START 7/28/2023; 5 HOURS PER MONTH, 1 HOUR DURING TRADING.| PROVIDENCE MONTANA HEALTH FOUNDATION, INV RELATED, MISSOULA, MN, TREASURER, START 1/1/2025, 5 HRS PER MONTH, 5 HRS DURING TRADING, RAISE MONEY FOR NON PROFIT HEALTH CARE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-29 |
Reach out to this advisor