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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-26 |
| RI | RA | APPROVED | 2023-06-09 |
| NJ | RA | APPROVED | 2023-03-13 |
| NY | RA | APPROVED | 2023-03-09 |
| TX | RA | APPROVED | 2023-03-09 |
Branch Locations
1350 Avenue Of The Americas Suite 2405, New York, NY 10019 • 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 | New York | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | New York | NY | 03/2023 | Present |
1. NEW YORK SOCIETY OF SECURITY ANALYSTS, NOT INV RELATED, NEW YORK, NY, PRIVATE WEALTH MANAGEMENT COMMITTEE MEMBER, START 7/1/2020, ZERO HOURS MONTH, ZERO HOURS DURING TRADING, VIRTUAL MEETINGS FOCUSED ON BEST PRACTICES FOR INDUSTRY. 2. ACKLER WEALTH MANAGEMENT, LLC, INVT RELATED, NEW YORK, NY, 100% OWNERSHIP, START DATE 3/9/2023, 5 HRS PER MONTH, 0 HRS DURING TRADING, FINET. 3. AKD WEALTH PARTNERS, LLC, INVT RELATED, NEW YORK, NY, 50% OWNERSHIP, START DATE 3/9/2023, 20 HRS PER MONTH, 0 HRS DURING TRADING, FINET.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-24 |
Reach out to this advisor