Best Investors
Account
Sign in
Best Investors
Account
Sign in
119 N Main St, Fayette, MO 65248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commercial Trust Company | Fayette | MO | 06/1992 | Present |
| Lpl Financial Llc | Fayette | MO | 08/2009 | Present |
| Good Life Advisors, Llc | Fayette | MO | 10/2018 | 11/2019 |
| Convergence Financial, Llc | Fayette | MO | 06/2019 | 05/2026 |
| Commercial Trust Financial Services | Fayette | MO | 03/2026 | Present |
(1) 08/10/2009 -Investment products and services are offered through LPL Financial LLC using the DBA/trade name COMMERCIAL TRUST FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) (2) 6/22/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary - Start Date:11/21/1997 - 1 Hours Per Month/1 Hours During Trading. (3) 11/17/2020 - Commercial Trust Company - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 10/28/2020 - 2 Hours Per Month/0 Hours During Securities Trading - Management team that oversees trust dept. (4) 03/26/2026 - Commercial Trust Financial Services - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 03/16/2026 - 80 hours per month/ during trading - I provide investment advisory services through Commercial Trust Financial Services, an independent investment advisor firm. I started this business activity in 3/2026. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-13 |
Reach out to this advisor