Best Investors
Account
Sign in
Best Investors
Account
Sign in
501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-11-20 |
Branch Locations
1001 Liberty Avenue Suite 1100, Pittsburgh, PA 15222 • United States
357 Brussels Street, St. Mary'S, PA 15857 • United States
274 Third Street, Beaver, PA 15009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Morgantown | WV | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Morgantown | WV | 11/2016 | 11/2017 |
| Stifel Nicolaus & Co Inc | Pittsburgh | PA | 11/2017 | Present |
1. Rental Property; Nags Head , NC 27959; Owner; Filing taxes, inspecting, furnishing and maintaining property 1-2 times per year; 12/12/2022; 30 Hours per Year; Not during securities trading hours; Investment-Related. 2. Rental Property; Lot 17 0 S. Caddie Court, Nags Head, NC 27959; 2ND Home at the Beach , will be rental Property Plan; Owner; Some maintenance / planning / and working with local contractor; 04/04/2023; 6 Hours per Month; Not during securities trading hours; Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-05 |
Reach out to this advisor