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 |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-28 |
Branch Locations
299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Salt Lake City | UT | 01/2013 | 06/2017 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 04/2023 | Present |
| Jordan School District | West Jordan | UT | 09/2015 | 11/2016 |
| Jordan School District | West Jordan | UT | 09/2019 | 04/2023 |
| Homemaker | South Jordan | UT | 06/2017 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-27 |
| S65 | Uniform Investment Adviser Law Examination | 2003-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-17 |
Reach out to this advisor