Best Investors
Account
Sign in
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-05-20 |
Branch Locations
2315 Technology Dr. Suite 121, O'FAllon, MO 63368 • United States
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simplicity Wealth, Llc | Summit | NJ | 05/2021 | 09/2023 |
| Swim Bike Run Of St. Louis | Chesterfield | MO | 01/2016 | 03/2017 |
| Save-A-Lot | Earth City | MO | 03/2017 | 11/2018 |
| Hussmann | Bridgeton | MO | 11/2018 | 11/2020 |
| Cwr Private Client Group | St Charles | MO | 11/2020 | 04/2021 |
| Serenity Wealth Management | Chesterfield | MO | 01/2021 | Present |
| Owlfi | Lenexa | KS | 09/2023 | Present |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 05/2024 | Present |
1) Serenity Wealth Management; Investment-related; 2315 Technology Dr. Suite 121 O'Fallon, MO 63368; Insurance sales; President; President; 01/2021; Approx. 160 hours/month; Approx. 130 hours/month during trading hours; Insurance (life and permanent) along with fixed index annuities where applicable. 2) Chris Cooper; Investment-related; 2315 Technology Dr. Suite 121 O'Fallon, MO 63368; Insurance sales; Licensed Insurance Agent; Licensed Insurance Agent; 01/2021; Approx. 160 hours/month; Approx. 130 hours/month during trading hours; Insurance (life and permanent) along with fixed index annuities where applicable.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-25 |
Reach out to this advisor