Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-12 |
| MO | RA | APPROVED | 2006-08-24 |
Branch Locations
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 |
|---|---|---|---|---|
| New York Life Insurance Company | St. Louis | MO | 08/2002 | Present |
| Ferguson Financial Group | St. Louis | MO | 07/2002 | 02/2019 |
| Precision Healthcare Llc | St. Louis | MO | 07/2007 | Present |
| Precision Wealth Strategies Llc | St. Louis | MO | 08/2018 | 06/2019 |
| Blueprint For Wealth Llc | St. Louis | MO | 04/2019 | 07/2023 |
| Eagle Strategies, Llc | Saint Louis | MO | 08/2006 | Present |
| Nylife Securities Llc | Saint Louis | MO | 10/2002 | Present |
| Captifi Wealth Solutions Llc | St Louis | MO | 07/2023 | Present |
[RECTOR HOLDINGS LLC;6211 MARWINETTE AVENUE ST. LOUIS, MO 63116; INVESTMENT RELATED;OWNER;RENTAL PROPERTY;HANDLE MAINTENANCE OF PROPERTY AND COLLECT RENT;10 HOURS PER MONTH; START DATE 11/2008] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;5351 Murdoch Ave., St. Louis, MO 63109; Start Date 06/2019; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CAPTIFI WEALTH SOLUTIONS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (ST LOUIS, MO); START DATE: 07/2023]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-17 |
Reach out to this advisor