Best Investors
Account
Sign in
Best Investors
Account
Sign in
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-12-06 |
| DC | RA | APPROVED | 2008-06-11 |
Branch Locations
1300 Connecticut Ave Nw Suite 550, Washington, DC 20036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2006 | Present |
National Institute of Transition Planning, Inc. Type of business: Employee Education Rockville, MD Start date: 6/1/2015 Presenter Hours per week: 3 Hours during trading: 3 Representing NITP as a CFP to educate federal government employees regarding financial planning. * St. John's Episcopal Church Type of business: Church Washington, DC Start date: 2/25/2018 St. John's staff singer Hours per week: 7 Hours during trading: 0 Attend Parish Choir rehearsal and sing as part of the Parish Choir and St. John's Choirs * Type of business: Rental Property Washington, DC Start date: 1/1/2016 Co-owner Hours per week: 1 Hours during trading: 0 * St John's Investment Committee Type of business: Church Washington, DC Start date: 4/1/2020 Committee Member Hours per week: 1 Hours during trading: 1 Review the investment allocation/performance of endowment accounts. Help make decisions as to how the accounts will fund/meet the church's financial needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-20 |
Reach out to this advisor