Best Investors
Account
Sign in
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-07-01 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckingham Strategic Wealth | Clayton | MO | 02/2007 | 07/2024 |
| Bam Advisor Services, Llc | Clayton | MO | 02/2007 | 12/2020 |
| Focus Partners Wealth, Llc | Boston | MA | 07/2024 | 11/2025 |
| Focus Partners Wealth, Llc | Boston | MA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-08 |
Reach out to this advisor