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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-12 |
| PA | RA | APPROVED | 2025-10-24 |
| TX | RA | APPROVED | 2025-10-23 |
Branch Locations
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
1200 Broadcasting Road, Suite 103 [Satelite], Wyomissing, PA 19610 • 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 | Reading | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Reading | PA | 11/2016 | 10/2025 |
| Wells Fargo Advisors Financial Network, Llc | Wyomissing | PA | 10/2025 | Present |
TRUSTEE OF TRUST FOR BENEFIT OF NEPHEW; INV. RELATED; WYOMISSING, PA; START 7/15/2014; 1 HR PER MONTH; 0 HRS DURING TRADING. DIOCESE OF ALLENTOWN, INV RELATED, ALLENTOWN, PA, FINANCE COUNCIL., START 6/3/2024, 2 HOURS PER QUARTER, 1 HOUR DURING TRADING, ATTENDING MEETINGS, DISCUSSING OPENING/CLOSING OF SCHOOL AND PARISHES. REVIEWING POLICY AND PROCEDURES AND OVERALL REVIEW OF FINANCIAL HEALTH OF THE DIOCESE. | Longview Private Wealth Management, LLC ; INVESTMENT RELATED ; READING, PA ; FINET PRACTICE ; 100% OWNERSHIP ; START DATE 10/24/2025; 20 HOURS PER-MONTH; 20 HOURS DURING TRADING ; ACTING AS PRESIDENT. | PRINCETON HARRIMAN INSURANCE SOLUTIONS, LLC; INV RELATED; SARASOTA,FL; INSURANCE ; FINANCIAL ADVISOR; START DATE: 12/12/2025; 5 HRS PER MONTH; 5 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-22 |
Reach out to this advisor