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 | 2026-08-19 |
| TX | RA | APPROVED | 2026-08-19 |
Branch Locations
420 Montgomery St 8Th Fl [Wealth Mgmt], San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Oakland | CA | 10/2016 | 04/2019 |
| Wells Fargo Clearing Services Llc | Oakland | CA | 05/2017 | 04/2019 |
| Citigroup | San Francisco | CA | 04/2019 | 11/2022 |
| Citigroup | San Francisco | CA | 11/2022 | 06/2024 |
| Morgan Stanley | San Francisco | CA | 06/2024 | 05/2026 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-10 |
Reach out to this advisor