Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2023-04-25 |
| TX | RA | APPROVED_RES | 2023-01-03 |
| WA | RA | APPROVED | 2022-10-24 |
| CA | RA | APPROVED | 2022-10-12 |
Branch Locations
10400 Ne 4Th St Moutain Pacific, Bellevue, WA 98004 • United States
500 Broadway Street, Vancouver, WA 98660 • United States
1211 Sw 5Th Ave, Portland, OR 97204 • United States
801 W 10Th St, Juneau, AK 99801 • United States
3601 C St, Anchorage, AK 99503 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Portland | OR | 07/1998 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 11/2016 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-30 |
Reach out to this advisor