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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-14 |
| NC | RA | APPROVED | 2026-08-14 |
| TX | RA | APPROVED | 2026-08-14 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
11006 Rushmore Dr Ste 125 [Satellite], Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Charlotte | NC | 02/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 08/2026 |
| Wells Fargo Advisors Financial Network, Llc | Charlotte | NC | 08/2026 | Present |
YOU'VE GOT THIS COACHING BY HEATHER GRAVELLE; NOT INVESTMENT RELATED; MARVIN,NC; 100% OWNERSHIP; START DATE 03/01/2021; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; COACHING INDIVIDUALS ON CAREER, RESUME, AND INTERVIEW PREP.; The LLC for wealth management practice which is moving the independent channel at Wells Fargo Advisors. The LLC is the Gravelle Financial Strategies Group, LLC. THE GRAVELLE FINANCIAL STRATEGIES GROUP, LLC - 50%; INV RELATED;MARVIN,NC; LLC;50% OWNERSHIP; START DATE: 08/14/2026; 180 HRS PER MONTH; 180 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-01 |
Reach out to this advisor