Best Investors
Account
Sign in
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-28 |
| TX | RA | APPROVED | 2025-04-25 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Deerfield | IL | 01/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Deerfield | IL | 11/2016 | 04/2025 |
| &Partners | Nashville | TN | 04/2025 | Present |
REBECCA'S DREAM POSITION: Board Member and Volunteer President NATURE: Rebecca's Dream is a 501c3 Charity with a focus on Mental Health Advocacy and Suicide Prevention. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2010 ADDRESS: Rebecca's Dream Northbrook, Illinois 60065, United States DESCRIPTION: Volunteer board member and president. We meet quarterly and provide periodic events and resources to the Mental Health Field. BETTER LISTENING BOOK POSITION: Author/Speaker NATURE: I wrote a book called Better Listening: The Secret to improving your professional and Personal Life. It was self-published in September 2023, and I have done some Pod Casts and Some Speaking on the topic. I do not use it for any business purpose, and it is completely separate from my Wealth Management Business. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2023 ADDRESS: Better Listening Book C/O Stanford Slovin, Author 4012 Lindenwood Lane Northbrook, Illinois 60062 DESCRIPTION: It was a hobby and personal project to get a book self-published. It is for recreational purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-08 |
Reach out to this advisor