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 | 2025-04-15 |
| OH | RA | APPROVED | 2024-12-16 |
Branch Locations
6515 Longshore Loop Ste 200, Dublin, OH 43017 • United States
8044 Montgomery Rd Ste 570 Towers Of Kenwood, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Columbus | OH | 07/2011 | 09/2022 |
| Fifth Third Private Bank | Columbus | OH | 09/2022 | 10/2024 |
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-05 |
Reach out to this advisor