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 | 2023-04-27 |
| WV | RA | APPROVED | 2022-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2022 | Present |
| Milwaukee Tool | Fort Lauderdale | FL | 04/2018 | 04/2022 |
| Techtronic Industries | Charlotte | NC | 03/2017 | 04/2018 |
| Allstate | Morgantown | WV | 08/2016 | 01/2017 |
| Edward Jones | Morgantown | WV | 04/2015 | 10/2016 |
Cheat Lake Rotary Type: Date: 07/08/24 Title: President-Elect Trad Hrs: 0 Tot Hrs: 0 Desc: Vote at board members regarding grants and donation requests, vote on all business and internal activities in the organization. Account advisor over donor advised fund that is held at the Rotary Foundation. City-State: Morgantown WV
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-18 |
Reach out to this advisor