Best Investors
Account
Sign in
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-09 |
| CA | RA | APPROVED | 2015-09-25 |
Branch Locations
949 South Coast Dr Suite 475, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 04/2015 | Present |
Vanguard Investment & Finance Council Costa Mesa, CA Start date: 6/1/2025 Council Chair Hours per week: 0 Hours during trading: 0 Attend and facilitate quarterly zoom meetings to review the Vanguard endowment investments and performance. The job of the board is to ask questions of the investment advisor and make suggestions when appropriate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-12 |
Reach out to this advisor