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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-01 |
| CT | RA | APPROVED | 2024-01-24 |
| TX | RA | APPROVED | 2024-01-05 |
| CA | RA | APPROVED | 2022-12-14 |
Branch Locations
1981 N Broadway Ste 210 [Office Of Convenience], Walnut Creek, CA 94596 • United States
71 Arch St, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc ( | Walnut Creek | CA | 08/2022 | Present |
| Oak Knoll School | Summit | NJ | 09/2016 | 06/2017 |
| Oak Knoll School | Summit | NJ | 09/2017 | 06/2018 |
| Bucknell University | Lewisburg | PA | 08/2018 | 05/2019 |
| Cornell University | Ithaca | NY | 08/2019 | 05/2020 |
| Cornell University | Ithaca | NY | 08/2020 | 05/2021 |
| Douglas Elliman | New York | NY | 06/2021 | 07/2021 |
| Cornell University | Ithaca | NY | 08/2021 | 05/2022 |
NEW YORK REAL ESTATE SALESPERSON LICENSE, INVT RELATED, NEW YORK, NY, REAL ESTATE LICENSE, 0 HRS PER MONTH, 0 HRS DURING TRADING, INACTIVE LICENSE, CONTINUING EDUCATION ONLY. STELVIO WEALTH PARTNERS LLC; INV RELATED;GREENWICH,CT; CLIENT ASSOCIATE ; START DATE: 08/14/2026; 10 HRS PER MONTH; 10 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-14 |
Reach out to this advisor