Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-16 |
| MO | RA | APPROVED | 2016-04-29 |
Branch Locations
16150 Main Circle Drive Suite 400, Chesterfield, MO 63017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Chesterfield | MO | 12/1996 | Present |
| Mml Investors Services, Llc | Chesterfield | MO | 01/1997 | Present |
(1) NAME: DAN MARCOTTE INV REL: Y ADDR: 16150 MAIN CIRCLE DRIVE, SUITE 400, CHESTERFIELD, MO 63017 NATURE: LIFE, HEALTH POSITION: SALES START: 09/01/2009 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 3 (2) NAME: TWIN OAKS FINANCE COMMITTEE INV REL: Y ADD: 1230 BIG BEND BLVD, ST LOUIS, MO 63021 NATURE: CHURCH POSITION: SESSION MEMBER/FINANCE COMMITTEE MEMBER START DATE: 07/01/2021 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: FINANCE COMMITTEE OVERSEES THE BUDGET OF THE CHURCH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-20 |
Reach out to this advisor