Best Investors
Account
Sign in
Best Investors
Account
Sign in
14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-09-13 |
| TX | RA | APPROVED | 2022-12-08 |
| MO | RA | APPROVED | 2022-11-07 |
Branch Locations
14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States
14143 Denver West Pkwy. Suite 100, Golden, CO 80401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Chesterfield | MO | 11/2011 | 01/2019 |
| Securities America, Inc. | Chesterfield | MO | 01/2019 | 06/2024 |
| Arbor Point Advisors | Chesterfield | MO | 01/2019 | 12/2022 |
| Syntegra Private Wealth Group Llc | Chesterfield | MO | 10/2022 | Present |
| Osaic Wealth, Inc. | Chesterfield | MO | 06/2024 | 02/2026 |
| Private Client Services | Chesterfield | MO | 02/2026 | Present |
1) Syntegra Private Wealth Group LLC; investment-related; 14567 Outer 40 Rd, Ste 225, Chesterfield, MO 63017; investment advisory firm; investment adviser representative; start date: 10/2022; number of hours per month: 240; number of hours per month during trading hours: 180. 2) Insurance sales: investment-related; 14567 N Outer 40 Rd, Ste 225, Chesterfield, MO 63017; insurance sales; insurance agent; start date: 01/2019; number of hours per month: 20; number of hours per month during trading hours: 20. 3) Crump Insurance Sales; Investment related; 14567 N Outer Forty Rd. Suite 225 Chesterfield MO 63017; Insurance and annuity sales and servicing; Insurance agent; Effective date: 02/11/2026; 5 hours per month; 5 hours during trading; Insurance agent, soliciting based on client's needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-12 |
Reach out to this advisor