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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-21 |
Branch Locations
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
9722 Fry Rd, Cypress, TX 77433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Cypress | TX | 07/2006 | Present |
| Wells Fargo Clearing Services, Llc | Cypress | TX | 11/2022 | Present |
ESTATE FOR AUNT; NOT INV RELATED; TEA, SD; PERSONAL REP; START: 1/2023; 5 HRS/MO; 0 DURING TRADING.| LLC; INV RELATED; SOUTH DAKOTA; LLC USED TO MANAGE PROPERTY ; 100% OWNERSHIP; START DATE 07/28/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS| LIVING TRUST FOR AUNT; INV RELATED; TEA, SD; TRUSTEE; START DATE 07/31/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS TRUSTEE FOR FAMILY; INV RELATED;TEA,SD; TRUSTEE/CO-TRUSTEE; START DATE: 05/18/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-23 |
Reach out to this advisor