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 |
|---|---|---|---|
| VA | RA | APPROVED | 2023-12-18 |
| NC | RA | APPROVED | 2011-04-12 |
| TX | RA | APPROVED | 2011-04-12 |
Branch Locations
380 Knollwood St Ste 600, Winston Salem, NC 27103 • United States
Laurel Fork, VA • United States
Winston Salem, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Winston Salem | NC | 04/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Winston Salem | NC | 11/2016 | Present |
RENTAL LAND, INV RELATED, RIVIERA, TX, 100% OWNERSHIP, START 1/1990, 0 HOURS/MONTH, 0 HOURS DURING TRADING, LEASE RANCH LAND WHEN REQUESTED.;| BEN MARTIN FAMILY LLP, INV RELATED, WINSTON SALEM, NC, 2% OWNERSHIP, START 9/15/2020, 6 HRS PER MONTH, 1 HR DURING TRADING, ESTATE PLANNING, POA FOR INVESTMENTS AND DIRECT PAY CARE FOR FATHER.;| PHYLISS WEST DADISMAN TR U/A DTD 05/10/2006; INV RELATED; WINSTON SALEM, NC; TRUST; CO-TRUSTEE; START DATE 01/23/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING | PHYLISS W DADISMAN TR FBO DAVID N GILLESPIE U/A DTD 12/20/2018; INV RELATED; WINSTON SALEM, NC; TRUST; CO-TRUSTEE; START DATE 01/23/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-25 |
Reach out to this advisor