Best Investors
Account
Sign in
Best Investors
Account
Sign in
4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-04-08 |
| WA | RA | APPROVED | 2025-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities | Portland | OR | 02/2016 | 08/2020 |
| Protective Life | Portland | OR | 02/2016 | 08/2020 |
| D.A. Davidson & Co. | Lake Oswego | OR | 08/2020 | 06/2024 |
| Labyrinth Financial Services | Vancouver | WA | 06/2024 | Present |
| First Heartland Capital Inc | Lake St Louis | MO | 02/2025 | Present |
LFS, Investment Related, Sale and distribution of insurance. Wholesale Life Insurance., Vice President of Business Development, Start Date: 09/03/2024; First Heartland Consultants, Inc., Investment Related, Investment advisory services., IAR, Start Date: 02/12/2025; PLAN- Professional Life Advisors Network, Investment Related, Professional trade association. Prominent life brokerage agencies across the US dedicated to and have depth of experience assisting financial advisors to develop and execute life insurance planning in their practice., Member, Start Date: 01/22/2026; Sharpe Insurance Planning, LLC, Investment Related, Marketing insurance and financial services., Owner, Start Date: 12/31/2025;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-02 |
Reach out to this advisor