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_RES | 2014-07-21 |
| FL | RA | APPROVED | 2010-11-03 |
| NJ | RA | APPROVED | 2003-07-01 |
Branch Locations
1051 W Sherman Ave Bldg 5/Ste B, Vineland, NJ 08360 • United States
1675 N Military Trail Ste 500, Boca Raton, FL 33486 • 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 | Boca Raton | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, SEA ISLE CITY, NJ, 100% OWNERSHIP, START 1/1/1987, HOURS: 2 PER MONTH - 0 DURING TRADING, DUTIES: LANDLORD. CO-TTEE OF TRUST FOR CLIENT, INV RELATED, VINELAND, NJ, START 1/24/2003, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. TTEE OF TRUSTS FOR CLIENT; INVESTMENT RELATED; VINELAND, NJ; START 4/17/2008; RECEIVING FEES, MINIMAL TIME DEVOTED; NONE DURING TRADING HOURS.; CO-TTEE FOR CLIENT; INV RELATED; VINELAND, NJ; RECEIVING FEES; 2 HRS/YR, START 1/24/2003. POWER OF ATTORNEY FOR SPOUSE; INV. RELATED; VINELAND, NJ; START 1/2021; 1 HR PER MONTH; 1 HR DURING TRADING.; DSMS PROPERTIES, LLC, INV RELATED, HAUPPAUGE, NY, 100% OWNERSHIP, START: 12/08/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, MANAGE RENTAL PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-24 |
Reach out to this advisor