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 | 2023-07-27 |
Branch Locations
10910 Louetta Rd, Houston, TX 77070 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2022 | Present |
| Wells Fargo Bank, Na | Houston | TX | 07/2019 | Present |
| Primary Services | Houston | TX | 05/2014 | 05/2018 |
| Self Employed | Houston | TX | 05/2018 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-30 |
Reach out to this advisor