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 | 2025-01-23 |
Branch Locations
1551 N Tustin Ave Ste 100, Santa Ana, CA 92705 • United States
10077 Grogans Mill Rd Ste 325 [Satellite], The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | The Woodlands | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | The Woodlands | TX | 11/2016 | 01/2025 |
| Wells Fargo Advisors Financial Network, Llc | Shenandoah | TX | 01/2025 | Present |
HARMONY WEALTH MANAGEMENT GROUP LLC; INV RELATED; PORT LAVACA, TX; 50% OWNERSHIP; START 04/02/2024; 40 HOURS PE RMONTH; 40 HOURS DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-06-21 |
Reach out to this advisor