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 |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-12 |
| TX | RA | APPROVED | 2003-07-01 |
Branch Locations
8115 Preston Rd Ste 300, Dallas, TX 75225 • United States
Laguna Niguel, CA • United States
Dallas, TX • United States
3 disclosure categories 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 | Dallas | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 11/2016 | Present |
INACTIVE REAL EST LICENSE, INVESTMENT RELATED, DALLAS TX, START 06/01/2012 BUNNY LOVE FOUNDATION-FOUNDATION-DIRECTOR START 11/1997- 1-10 HOURS-0-1/2 HOURS DURING SECURITES -GIVE $ AWAY LANE FAMILY LTD. PARTNERSHIP, INV RELATED, DALLAS, TX, 100% OWNERSHIP, START 5/1/1992, 2 HOURS PER MONTH, 1 HOUR DURING TRADING, PERSONAL INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-25 |
Reach out to this advisor