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_RES | 2019-03-20 |
| PA | RA | APPROVED | 2016-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Plains | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Plains | PA | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; ASHLEY, PA; 100% OWNERSHIP WITH SPOUSE; START 10/2/1995; 0 HOURS PER MONTH, 0 DURING TRADING; OWNER. ANNUNCIATION GREEK ORTHODOX CHURCH; NOT INV. RELATED; WILKES-BARRE, PA; SECRETARY-TREASURER; CHURCH; START DATE 1/2019; 30 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: TAKE CARE OF ALL CORRESPONDENCE THAT COMES TO AND ROM THE CHURCH, PREPARE MONTHLY BULLETINS, MAIL OUT DUE NOTICES AND ASSIST WITH ANSWERING QUESTION, SCHEDULE EVENTS, PAY CHURCH BILLS, DEPOSIT COLLECTIONS. POWER OF ATTORNEY FOR MOTHER; INV RELATED; WILKES-BARRE, PA; START: 01/02/2025; 5 HOURS A MONTH; 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-19 |
Reach out to this advisor