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 | 2024-06-13 |
| FL | RA | APPROVED | 2000-10-01 |
Branch Locations
Jacksonville, FL • United States
1 Independent Dr 24Th Fl, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jacksonville | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 11/2016 | Present |
CHRIST THE KING CATHOLIC SCHOOL, INV RELATED, JAX, FL, FINANCE COUNCIL CHAIR, START 10/6/2015, 1 HOUR PER MONTH, ZERO DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-09 |
Reach out to this advisor