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 |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-18 |
Branch Locations
5116 Vernon Ave S, Edina, MN 55436 • United States
90 S 7Th St 10Th & 11Th Fls [Gq-Rbo], Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Mound | MN | 02/2024 | Present |
| Wells Fargo Bank | Minneapolis | MN | 02/2019 | 01/2024 |
| Wells Fargo Insurance | Phoenix | AZ | 01/2012 | 04/2018 |
| Homesite Insurance | Phoenix | AZ | 04/2018 | 02/2019 |
| Wells Fargo Bank, Na | Mound | MN | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-06 |
Reach out to this advisor