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 | 2022-12-16 |
| TX | RA | APPROVED | 2022-12-16 |
Branch Locations
100 Pringle Ave Suite 550, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Walnut Creek | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 11/2016 | 12/2022 |
| Wells Fargo Advisors Financial Network, Llc | Walnut Creek | CA | 12/2022 | Present |
1. VMB INC, INV RELATED, WALNUT CREEK, CA, PARTNER, START 1/1/1990, 0 HOURS, FAMILY OWNED PARTNERSHIP FOR REAL ESTATE INVESTMENTS AND ASSETS. 2. CRAIG AND SHERYL BACHARACH PARTNERS (CSB PARTNERS), INV RELATED, ALAMO CA, 20% OWNERSHIP, START 02/11, ZERO HOURS PER MONTH, ZERO DURING TRADING, WAREHOUSE. 3. FAMILY OWNED RE PARTNERSHIP; INV RELATED; ALAMO, CA; 0.5% OWNERSHIP WITH SPOUSE; START 12/2012; 0 HOURS PER MONTH, 0 DURING TRADING; REAL ESTATE. 4. AU BEAR PROPERTIES LLC, INV RELATED, ALAMO, CA, .5% OWNERSHIP WITH SPOUSE, START 12/1/2012, ZERO HOURS PER MONTH, FAMILY OWNED PROPERTY MANAGEMENT. 5. CSB LLC; INV RELATED; ALAMO, CA; 20% OWNERSHIP WITH SPOUSE; OWNS REAL ESTATE WAREHOUSE IN WOODLAND,CA; START DATE: 2/2011; 0 HRS PER MONTH; 0 HRS DURING TRADING. 6. CO-TRUSTEE FOR FATHER'S TRUST; INV RELATED; MALVERN, PA; START: 9/21/17; 1 HR/MO; 0 DURING TRADING.; 7. TRUSTEE FOR GRANDCHILDREN, INV RELATED, ALAMO, CA, START: 2/8/2019, 0 HRS/MONTH, 0 HRS DURING TRADING.; 8. TRUSTEE FOR CHILDREN'S TRUSTS (4), INV RELATED, ALAMO, CA, START: 1/7/2021, 1 HR/MONTH, 0 HRS DURING TRADING.; 9. TRUSTEE FOR NIECE, INV RELATED, SAN FRANCISCO, CA, START: 1/14/2021, 1 HR/MONTH, 0 HRS DURING TRADING.; 10. TRUSTEE FOR SON, INV RELATED, SAN FRANCISCO, CA, START: 1/14/2021, 1 HR/MONTH, 0 HRS DURING TRADING.; 11. TRUSTEE FOR NIECE, INV RELATED, SAN FRANCISCO, CA, START: 1/14/2021, 1 HR/MONTH, 0 HRS DURING TRADING.; 12. TRUSTEE FOR DAUGHTER, INV RELATED, SAN FRANCISCO, CA, START: 1/14/2021, 1 HR/MONTH, 0 HRS DURING TRADING. 13. BPGE CAPITAL MANAGEMENT LLC, INV RELATED, WALNUT CREEK, CA, 20% OWNERSHIP, START 4/22/2022, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-21 |
Reach out to this advisor