Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-19 |
| MO | RA | APPROVED | 2019-07-18 |
Branch Locations
400 Chesterfield Ctr, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.A. Glynn & Co./Jag Capital | Saint Louis | MO | 02/2006 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 05/2019 | Present |
| Grand Cru Napa Valley Wine Club, Llc | St. Louis | MO | 10/2016 | 02/2019 |
| Gilly Financial Coaching Llc | Chesterfield | MO | 03/2019 | 05/2019 |
| Bank Of America, N.A. | Clayton | MO | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-29 |
| S65 | Uniform Investment Adviser Law Examination | 2018-10-26 |
Reach out to this advisor