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 | 2024-03-11 |
| OR | RA | APPROVED | 2022-10-14 |
| WA | RA | APPROVED | 2022-10-14 |
Branch Locations
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
15955 Sw Boones Ferry Rd, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Tualatin | OR | 05/2022 | Present |
| Wells Fargo Bank, Na | Tualatin | OR | 08/2002 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-19 |
Reach out to this advisor