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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-25 |
| TX | RA | APPROVED | 2023-10-25 |
Branch Locations
One Town Center Road Suite 660, Boca Raton, FL 33486 • 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 | Aventura | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Aventura | FL | 11/2016 | 10/2023 |
| Wells Fargo Advisors Financial Network, Llc | Cooper City | FL | 10/2023 | Present |
FIRST AMERICAN MORTGAGE AND FINANCIAL CORPORATION, INVESTMENT RELATED, HOLLYWOOD, FL, 25% OWNERSHIP, START 1/23/1991, 0 HRS PER MONTH; SILENT PASSIVE OWNER FAMILY OWNED RENTAL, MORTGAGE, AND LENDING BUSINESS. ROBERTS PRIVATE WEALTH MANAGEMENT, LLC, INVT RELATED, COOPER CITY, FL, 100% OWNERSHIP, START DATE 10/24/2023, 0 HRS PER MONTH AND DURING TRADING, PASS THRU LLC FOR FINET PRACTICE. ROBERTS GP LLC ; INV RELATED; HOLLYWOOD, FL; MERCHANT PARTNERSHIP;90% OWNERSHIP; START DATE: 11/21/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | ROBERTS FAMILY INVESTMENTS, LLC; INV RELATED;COOPER CITY,FL; INVEST IN A PRIVATE OFFERING;99% OWNERSHIP; START DATE: 09/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-17 |
Reach out to this advisor