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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-03 |
Branch Locations
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Mcadoo | PA | 02/2018 | 06/2023 |
| Wells Fargo Bank | Mcadoo | PA | 12/2014 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilkes Barre | PA | 06/2023 | 09/2023 |
| Bank Of America, N.A. | Wilkes Barre | PA | 06/2023 | 09/2023 |
| J.P. Morgan Securities Llc | Wilkes Barre | PA | 09/2023 | 07/2026 |
| Jpmorgan Chase Bank, N.A. | Wilkes Barre | PA | 09/2023 | 07/2026 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-09 |
Reach out to this advisor