Best Investors
Account
Sign in
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-26 |
| MO | RA | APPROVED | 2025-08-26 |
Branch Locations
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
5251 Dtc Parkway Ste 420, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bkd Wealth Advisors, Llc | Kansas City | MO | 08/2016 | 05/2022 |
| Forvis Wealth Advisors, Llc | Chicago | IL | 06/2022 | 10/2024 |
| Aveo Capital Partners | Englewood | CO | 10/2024 | 10/2025 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-22 |
Reach out to this advisor