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 |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-20 |
| IL | RA | APPROVED | 2025-05-19 |
Branch Locations
600 52Nd Street Suite 240 2Nd Floor, Kenosha, WI 53140 • 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 Advisors Llc | Kenosha | WI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Kenosha | WI | 11/2016 | 05/2025 |
| Wells Fargo Advisors Financial Network, Llc | Kenosha | WI | 05/2025 | Present |
TRUSTEE FOR SPOUSE, INV RELATED, LAKE FOREST, IL, START: 9/2013.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-15 |
Reach out to this advisor