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 | 2016-10-17 |
Branch Locations
197 First Avenue Suite 160, Needham, MA 02494 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Boston | MA | 04/2001 | 10/2016 |
| Wells Fargo Advisors Financial Network, Llc | Needham | MA | 10/2016 | Present |
WELLESLEY PRIVATE ADVISORS LLC, INV RELATED, NEEDHAM, MA, 50% OWNERSHIP, START 10/16/2021, 160 HOURS PER MONTH, 8 HOURS PER MONTH, FINET PRACTICE. CHRISTIAN PARKER, LLC; INVESTMENT RELATED; NEEDHAM,MA; 100% OWNERSHIP; START 10/14/2016; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 8; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-10 |
Reach out to this advisor