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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-08 |
| TX | RA | APPROVED | 2024-04-08 |
Branch Locations
2120 N Queen St, Kinston, NC 28501 • United States
Atlantic Beach, NC • United States
498 A Red Banks Boad, Greenville, NC 27858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | New Bern | NC | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New Bern | NC | 11/2016 | 04/2024 |
| Wells Fargo Advisors Financial Network, Llc | Greenville | NC | 04/2024 | Present |
WHHS RE, LLC, INVT RELATED, GREENVILLE, NC, 25% OWNERSHIP, START DATE 8/24/23, 5 HRS PER MONTH AND DURING TRADING, REAL ESTATE FOR FINET PRACTICE.| WHHS WEALTH ADVISORS LLC; GREENVILLE, NC; 25%OWNERSHIP; START 11/10/23, 10 HOURS PER MONTH; 0 HOURS DURING TRADING; FINET PRACTICE.| TES LLC, INV RELATED, GREENVILLE, NC, 100% OWNERSHIP, START: 1/1/24, 0 HOURS A MONTH, 5 HOURS DURING TRADING, FINET PRACTICE LLC.| RED BANKS OFFICE CONDOMINIUM ASSOCIATION, NOT INV RELATED, GREENVILLE, NC, BOARD MEMBER, START DATE: 1/1/24, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, DISCUSSING GOVERNING DOCUMENTS AND NEEDED MAINTENANCE.| CORAL CAY CONDOMINIUM HOA; NOT INV RELATED; ATLANTIC BEACH, NC; HOA; BOARD MEMBER; START DATE 01/01/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-16 |
Reach out to this advisor