Best Investors
Account
Sign in
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-09-17 |
Branch Locations
190 Carondelet Plaza Suite 600, Saint Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments | Oaks | PA | 06/2016 | 05/2017 |
| Mercer Global Advisors | Radnor | PA | 05/2017 | 11/2019 |
| Wealth Management Solutions | Exton | PA | 11/2019 | 08/2020 |
| Girard Advisory Services, Llc | King Of Prussia | PA | 08/2020 | 12/2023 |
| Precision Wealth Strategies | St. Louis | MO | 03/2023 | 07/2025 |
| Focus Partners Wealth, Llc | Boston | MA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-05 |
Reach out to this advisor