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 |
|---|---|---|---|
| PA | RA | APPROVED | 2021-10-25 |
| TX | RA | APPROVED_RES | 2010-04-15 |
| FL | RA | APPROVED | 2008-01-01 |
Branch Locations
1499 S Harbor City Blvd Ste 400, Melbourne, FL 32901 • United States
Fairhope, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Melbourne | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Melbourne | FL | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; PALM BAY, FL; 100% OWNERSHIP WITH SPOUSE; START 9/4/2007, 1 HOUR PER MONTH; 0 DURING TRADING HOURS. DOTERRA ESSENTIAL OILS; NOT INV RELATED; PALM BAY, FL; CONSULTANT; START 7/31/2015; 1 HOUR PER MONTH, 0 DURING TRADING; PURCHASING ESSENTIAL OILS AT WHOLESALE PRICES. BLUFFS 1 LLC; INV. RELATED; PALM BAY, FL; 40% OWNERSHIP; HOLDS 4 UNIT CONDO RENTAL PROPERTY; START 7/26/2021; 1 HR PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY; INV. RELATED; PALM BAY, FL; 40% OWNERSHIP; 4 UNIT CONDO; START 9/2021; 1 HR PER MONTH; 0 HRS DURING TRADING. ALBENGA ROAD LLC; INV RELATED; PALM BAY, FL; 80% OWNERSHIP WITH SPOUSE; START 07/26/2021; 1 HOUR PER MONTH; ZERO HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-12-05 |
Reach out to this advisor