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 | 2024-11-14 |
| MI | RA | APPROVED | 2019-02-05 |
Branch Locations
1600 Parkdale Rd Suite 100, Rochester, MI 48307 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Birmingham | MI | 02/2015 | 10/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Rochester Hills | MI | 02/2015 | 10/2017 |
| Spire Investment Partners | Rochester Hills | MI | 10/2017 | 12/2018 |
| Edward Jones | St.LOuis | MO | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-09 |
Reach out to this advisor