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 |
|---|---|---|---|
| SC | RA | APPROVED | 2021-01-06 |
| GA | RA | APPROVED | 2015-08-19 |
Branch Locations
311 Johnny Mercer Blvd, Savannah, GA 31410 • United States
2055 Sugarloaf Circle [G8-Rbo], Duluth, GA 30097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Savannah | GA | 05/2014 | 11/2016 |
| Wells Fargo Bank Na | Savannah | GA | 03/2013 | Present |
| Wells Fargo Clearing Services, Llc | Savannah | GA | 11/2016 | Present |
DERRICK LANDING HOMEOWNERS ASSOCIATION; NOT INVESTMENT RELATED; SAVANNAH,GA; BOARD MEMBER; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO ENSURE THAT ALL OF THE WORK BY THE OFFICERS OF THE HOA ARE COMPLETED AND ARE WITHIN THE HOA GUIDELINES. POWER OF ATTORNEY FOR SPOUSE; INV. RELATED; SAVANNAH, GA; START DATE 6/26/2020; 0 HRS PER MONTH. UBER, NOT INVT RELATED, SAN FRANCISCO, DRIVER, START DATE 3/14/2022, 20 HRS PER MONTH, 0 HRS DURING TRADING, DRIVING PASSENGERS. UBER EATS, NOT INVT RELATED, SAN FRANCISCO, DRIVER, START DATE 3/14/2022, 20 HRS PER MONTH, 0 HRS DURING TRADING, DELIVER FOOD. DOORDASH, NOT INVT RELATED, SAN FRANCISCO, DRIVER, START DATE 3/14/2022, 20 HRS PER MONTH, 0 HRS DURING TRADING, DELIVER FOOD. LYFT, NOT INVT RELATED, SAN FRANCISCO, DRIVER, START DATE 3/14/2022, 20 HRS PER MONTH, 0 HRS DURING TRADING, DRIVING PASSENGERS. HARSHIL PATEL ADS, NOT INVT RELATED, SAVANNAH, GA, 100% OWNERSHIP, START DATE 4/30/2024, 0-3 HRS PER MONTH, 0 HRS DURING TRADING, REPRESENT CHILD TO AD AGENCY FOR TOYS. RENTAL PROPERTY - SPOONBILL ; INV RELATED; SAVANNAH,GA; RENT;100% OWNERSHIP; START DATE: 12/10/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| TBD / CONVENIENCE STORE / GAS STATION ; NOT INV RELATED;SAVANNAH,GA; RETAIL ;100% OWNERSHIP; START DATE: 07/24/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-09 |
Reach out to this advisor