Best Investors
Account
Sign in
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-14 |
| IL | RA | APPROVED | 2017-11-09 |
Branch Locations
2001 N Gary Ave Suite 220, Wheaton, IL 60187 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2017 | Present |
| American Management Specialists | Orlando | FL | 01/2010 | 08/2017 |
Land & Home Development, Co. Type of business: Investment Holding Company Windermere, FL Start date: 9/1/2010 Minority Shareholder Hours per week: 0 Hours during trading: 0 passive investment.*** Oakstone Capital Partners, LLC Type of business: Private Asset Holding Company Windermere, FL Start date: 9/3/2012 Class B Shareholder Hours per week: 0 Hours during trading: 0 No direct responsibility, we have hired a manager to handle the business operations for the family.*** VP-2011-BV5, LLC Type of business: Investment Holding Company Windermere, FL Start date: 5/2/2011 Minority Shareholder Hours per week: 0 Hours during trading: 0 I have no direct responsibilities, we have hired a manager to handle the business responsibilities for the LLC.*** VP-2014-MPM, LLC Type of business: Investment Holding Company Windermere, FL Start date: 5/1/2014 Minority Shareholder Hours per week: 0 Hours during trading: 0 I have no direct responsibilities, we've hired a manager to handle the business aspects of the LLC. "Oakstone Foundation, Inc. Windermere, FL Start date: 1/1/2010 Board Member Hours per week: 0 Hours during trading: 0 Board Member of a private family foundation" Steele Foundation, Inc.*** Windermere, FL Start date: 1/1/2010 Board Member Hours per week: 0 Hours during trading: 0 Board Member of a private family foundation. Agave Getaway LLC Type of business: Rental Property Co Scottsdale, AZ Start date: 2/17/2023 Managing Member Hours per week: 1 Hours during trading: 0 This is an LLC to be formed for the operation and taxes of my AirBNB property. I am the sole owner and operator of the home and LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-08 |
Reach out to this advisor