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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-17 |
| TX | RA | APPROVED | 2024-06-17 |
Branch Locations
3105 Glenwood Ave Stes 201 & 302, Raleigh, NC 27612 • United States
4011 Davis Dr, Morrisville, NC 27560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | East Norriton | PA | 06/2016 | 01/2023 |
| Wells Fargo Clearing Services, Llc | East Norriton | PA | 11/2016 | 01/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chapel Hill | NC | 01/2023 | 06/2024 |
| Bank Of America, N.A. | Chapel Hill | NC | 03/2023 | 06/2024 |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-19 |
Reach out to this advisor