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 |
|---|---|---|---|
| TX | RA | APPROVED | 2012-11-14 |
| IL | RA | APPROVED | 2000-01-24 |
Branch Locations
1705 Tullamore Ave Ste B, Bloomington, IL 61704 • United States
Normal, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bloomington | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bloomington | IL | 11/2016 | Present |
POWER OF ATTORNEY FOR MOTHER, INV RELATED, BLOOMINGTON, IL, START 1/16/2022, 4 HRS/MONTH, 0 HRS DURING TRADING. TRUSTEE FOR MOTHER, INV RELATED, BLOOMINGTON, IL, START: 5/1/2023, 8 HOURS A MONTH, 0 HOURS DURING TRADING. WESTMINSTER VILLAGE INC; INV RELATED; BLOOMINGTON, IL; FINANCE COMMITTEE; START DATE 7/1/2024; 10 HOURS PER MONTH; 0 DURING TRADING; ATTENDING MEETINGS, REVIEWING AND APPROVING ANNUAL BUDGET, PROVIDING OVERSIGHT FOR FINANCIAL REPORTING, INTERNAL CONTROL, FINANCIAL COMPLIANCE, REVIEWING AND APPROVING RATES FOR RESIDENTS, AND MEETING ANNUALLY WITH AUDITOR TO REVIEW FINANCIAL AUDIT REPORT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-03 |
Reach out to this advisor