Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-08-18 |
Branch Locations
8300 Greensboro Dr, Mclean, VA 22102 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mclean | VA | 04/2012 | 11/2016 |
| Wells Fargo Bank Na | Mclean | VA | 04/2012 | 07/2017 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mc Lean, | VA | 07/2017 | Present |
| Bank Of America, Na | Mc Lean | VA | 07/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-09 |
| S65 | Uniform Investment Adviser Law Examination | 2005-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-20 |
Reach out to this advisor