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_RES | 2004-09-28 |
| MO | RA | APPROVED | 2001-04-17 |
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 |
|---|---|---|---|---|
| Merrill Lynch | St Louis | MO | 03/1996 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St Louis | MO | 03/1996 | Present |
| Bank Of America, N.A. | Chesterfield | MO | 07/2011 | Present |
1)MEMBER IN A LIMITED LIABILITY COMPANY WHICH BUILDS AND SELLS NEW HOMES. 2)JACOBS ACRES LLC; NOT INVESTMENT RELATED; SAINT LOUIS, MO 63127; RENTAL PROPERTY HELD IN LLC; MEMBER OF FAMILY LIMITED LIABILITY COMPANY; DEVOTES PERHAPS TWO HOURS A MONTH; DEVOTES NO HOURS DURING TRADIN HOURS; COLLECT RENT, PAY EXPENSES ASSOCIATED WITH PROPERTY. I*132657 For profit or not for profit: For-Profit Organization Name of outside business organization: KRA Holdings, LLC Investment related: N Address of business: Saint Louis, Missouri 63127 Nature of business: LLC, Position, title, association: Other, Co Member/Manager of LLC with my wife Start date of relationship: 9/30/2020 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: LLC was formed to purchase my brother's home in Affton, MO. I agreed to purchase the home and continue to rent it. Responsibility minimal. No direct compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-24 |
Reach out to this advisor