Best Investors
Account
Sign in
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-01 |
Branch Locations
150 W. Main Street Suite 1860, Norfolk, VA 23510 • 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 |
|---|---|---|---|---|
| Wealthquest Financial Services Llc | Norfolk | VA | 02/2011 | 02/2018 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 03/2018 | 06/2024 |
| Focus Partners Wealth, Llc | Clayton | MO | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-27 |
Reach out to this advisor