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 | 2026-01-14 |
| PA | RA | APPROVED | 2026-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Berwyn | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Berwyn | PA | 11/2016 | 01/2026 |
| Wells Fargo Advisors Financial Network, Llc | Wayne | PA | 01/2026 | Present |
ESTATE OF NANCY LOVELIS ; INV RELATED; SALEM, UT; OVERSEEING MY MOTHER'S ESTATE. ; Executor/co-Executor/Personal Representative; START DATE: 01/29/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-15 |
Reach out to this advisor