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 | 2023-09-08 |
| CO | RA | APPROVED | 2023-08-14 |
Branch Locations
5613 Dtc Parkway 9Th Fl [Mb-Rbo], Greenwood Village, CO 80111 • United States
2043 S Colorado Blvd, Denver, CO 80222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Littleton | CO | 05/2015 | 08/2017 |
| Wells Fargo Advisors, Llc | Littleton | CO | 08/2016 | 11/2016 |
| University Of Colorado Denver | Denver | CO | 08/2011 | Present |
| Wells Fargo Clearing Services, Llc | Littleton | CO | 11/2016 | 08/2017 |
| Wells Fargo Bank, Na | Englewood | CO | 11/2018 | Present |
| Wells Fargo Clearing Services, Llc | Englewood | CO | 11/2018 | Present |
| American Family Insurance | Greenwood Village | CO | 08/2017 | 10/2018 |
8620 WEST EUCLID LLC; INV. RELATED; LITTLETON, CO; 100% OWNERSHIP WITH SPOUSE; RENTAL PROPERTY; START DATE 8/2022; 1 HR PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY; INV. RELATED; LITTLETON, CO; 100% OWNERSHIP WITH SPOUSE; START DATE 8/1/2022; 1 HR PER MONTH; 0 HRS DURING TRADING. OWNER OF RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-21 |
Reach out to this advisor