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 |
|---|---|---|---|
| IA | RA | APPROVED | 2026-01-28 |
Branch Locations
5550 Wild Rose Ln Suite 370 3Rd Fl, West Des Moines, IA 50266 • United States
2 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 | Des Moines | IA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Des Moines | IA | 11/2016 | 07/2022 |
| Wells Fargo Advisors Financial Network, Llc | West Des Moines, | IA | 10/2025 | Present |
| Retired | Des Moines | IA | 07/2022 | 10/2025 |
CATHOLIC FOUNDATION OF SOUTHWEST IOWA; INV RELATED; DES MOINES ,IA; INVESTMENT COMMITTEE MEMBER; START DATE: 05/15/2024; 2 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-22 |
| S65 | Uniform Investment Adviser Law Examination | 2004-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-06 |
Reach out to this advisor