Best Investors
Account
Sign in
Best Investors
Account
Sign in
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2020-06-23 |
Branch Locations
5600 Mexico Road Ste.1, Saint Peters, MO 63376 • United States
2855 N. 19Th Ave. Suite J, Bozeman, MT 59718 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
85 Mill Town Loop, Unit B, Bozeman, MT 59718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2019 | 01/2020 |
| Lc Staffing | Bozeman | MT | 01/2016 | 01/2017 |
| Unemployed | Bozeman | MT | 01/2017 | 05/2019 |
| Lwk Associates | Bozeman | MT | 02/2020 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 06/2020 | Present |
LWK Associates - Franchise of H&R Block - Non Investment Related Activity 2855 N 19th Ave, Suite J. Bozeman, MT 59718. Tax Preparation and Advice Tax Associate - Employee of LWK Associates.Duties include tax preparation for federal and state tax returns. Start Date: 02/2020 - 6.5 hours per month during trading hours, 10 hours per month total. Sweet Pea festival of Arts. Start Date 2018. Admissions, volunteer recruitment training. 10 total hours per month. One hour during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-12 |
Reach out to this advisor