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 |
|---|---|---|---|
| KY | RA | APPROVED | 2012-06-18 |
| CO | RA | APPROVED | 2011-10-07 |
Branch Locations
100 W. Main St Ste 800, Lexington, KY 40507 • United States
297 N Hubbards Ln 2Nd & 3Rd Fl, Louisville, KY 40207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boulder | CO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boulder | CO | 11/2016 | Present |
BARTEE FARMS LLC; INV. RELATED; WESTON, MO; 25% OWNERSHIP; FAMILY LLC HOLDS & MANAGES FARM LAND; START DATE 11/2022; 0 HRS PER MONTH; DUTIES: NONE. RENTAL PROPERTY,INVT RELATED, LONGMONT, CO, 100% OWNERSHIP WITH SPOUSE, START DATE 5/1/2023, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER, COMMUNICATION WITH TENANTS.| RENTAL PROPERTY - LONGMONT; INV RELATED; LONGMONT, CO; RENTAL;50% OWNERSHIP; START DATE: 10/07/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-20 |
Reach out to this advisor