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 | 2026-02-20 |
| CA | RA | APPROVED | 2021-08-24 |
Branch Locations
3700 Old Redwood Hwy Ste 108 [Nj-Rbo], Santa Rosa, CA 95404 • United States
3700 Old Redwood Hwy Ste 108 [Ra-Rbo], Santa Rosa, CA 95403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Santa Rosa | CA | 07/2004 | Present |
| Wells Fargo Clearing Services Llc | Santa Rosa | CA | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-10 |
Reach out to this advisor