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 | 2026-06-14 |
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 |
|---|---|---|---|---|
| Kingdon Capital Management Llc | New York | NY | 09/2016 | 06/2017 |
| Timessquare Capital Management | New York | NY | 06/2017 | 08/2017 |
| Yelp, Inc. | Chicago | IL | 02/2018 | 10/2018 |
| Morningstar, Inc. | Chicago | IL | 10/2018 | 12/2021 |
| Morningstar Investment Services Llc | Chicago | IL | 12/2021 | 01/2023 |
| Unemployed | New York City | NY | 07/2016 | 09/2016 |
| Unemployed | Chicago | IL | 08/2017 | 02/2018 |
| Unemployed | Chicago | IL | 01/2023 | 05/2023 |
| Windham Capital Management | Boston | MA | 07/2023 | 03/2024 |
| Clayton Financial Group, Llc | Clayton | MO | 06/2025 | 08/2025 |
| Fleetstar Financial | Boston | MA | 12/2024 | 05/2025 |
| Unemployed | Boston | MA | 03/2024 | 12/2024 |
| Correct Capital Wealth Management Llc | Clayton | MO | 11/2025 | 05/2026 |
| Focus Partners Advisor Solutions, Llc | St. Louis | MO | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-15 |
Reach out to this advisor