Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-06-15 |
| MO | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St. Louis | MO | 10/2009 | Present |
| Bank Of America, N.A. | Ladue | MO | 06/2011 | Present |
I*80509 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: T5 PROPERTIES INVESTMENT RELATED: YES ADDRESS OF BUSINESS: EUREKA, MISSOURI 63025 POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 4/15/2015 NUMBER OF HOURS DEVOTED: 10 HOURS ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: REAL ESTATE OWNERSHIP I*121702 For profit or not for profit: For-Profit Organization Name of outside business organization: T5 Lakeside Properties Investment related: Yes Address of business: Eureka, Missouri 63025 Position, title, association: Owner Start date of relationship: 3/29/2019 Number of hours devoted: 24 hours Annually Number of hours devoted during trading hours: 0 Duties: I will be purchasing a Second Home/Investment Property. It will be a passive activity and owned under the LLC name listed above. It will be rented out some and a property management company will be hired to manage it. I*: 3045283 Entity Type: For Profit Name of OBA: T5 Columbia Properties LLC Address: Eureka, MO 63025 Investment Related: No Position, Title, Association: Owner Employee Start Date: 04/11/2025 Number of Hours: 12 hrs annually Number of Hours during trading: 0 Duties: Ownership and ongoing Maintenance I*4098268 Entity Type: For Profit Name of OBA: T5 Coachlight Plaza LLC Address: High Ridge, Missouri, 63049 Investment Related: No Position, Title, Association: Owner Employee Start Date: 04/15/2026 Number of Hours: 12, Yearly Number of Hours during trading: 0 Duties: Commercial Real Estate building ownership that my wife will manage The building is owned by my trust but my wife will manage it
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-10 |
Reach out to this advisor