Best Investors
Account
Sign in
Best Investors
Account
Sign in
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-09-27 |
| MO | RA | APPROVED | 2021-09-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Time Financial | Charlotte | NC | 05/2013 | 02/2017 |
| Pj Robb Variable Corp | Charlotte | NC | 08/2013 | 02/2017 |
| Clayton Financial Group, Llc | St. Louis | MO | 02/2017 | 05/2019 |
| Focus Advisor Solutions, Llc | Clayton | MO | 05/2021 | Present |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 05/2019 | 05/2021 |
| Foreside Financial Services, Llc | Clayton | MO | 03/2022 | Present |
Focus Advisor Solutions, LLC; Clayton, MO; Started 5/3/2021; Investment Related; Advisor Relations; Regional Director; Advisor Consultant/Coach for smaller firms in the Southeast Region; 170 hours per month with 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-16 |
| S65 | Uniform Investment Adviser Law Examination | 2017-02-10 |
Reach out to this advisor