Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-09-13 |
Branch Locations
1451 High Street, Suite 215, Washington, MO 63090 • United States
13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-10-14 |
Branch Locations
1451 High Street Suite 215, Washington, MO 63090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rubinbrown Advisors Llc | Saint Louis | MO | 05/2015 | 12/2018 |
| Biermann Straatmann P.C. | Washington | MO | 12/2018 | 03/2020 |
| Lpl Financial, Llc | Washington | MO | 06/2020 | Present |
| Genfinity Wealth Management | Washington | MO | 04/2020 | 06/2020 |
| Cornerstone Wealth Management Dba Genfinity Wealth Management | Washington | MO | 09/2020 | Present |
1. 6/15/2020 - Faerber Tax Services - Investment Related - Home Based - Tax Prep/Accounting/CPA - Owner - Started 02/2020 - 10 Hours Per Month - Tax prep business. 2. 6/15/2020 - Genfinity Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 3. 11/18/2020 - Cornerstone Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 9/4/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Cornerstone Wealth Management, an independent investment advisor firm. I started this business activity in 09/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 11/18/2020 - Genfinity Wealth Management - DBA: (Hybrid) Genfinity Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 9/4/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 5. 08/18/2025 - Cornerstone Wealth Portfolios - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date: 08/12/2025 - 0 Hours Per Month/0 Hours During Securities Trading 6. 07/17/2026 - Franklin County Area United Way - Non-profit volunteer (not on board) - Not Investment Related - Washington, MO - Start Date 07/01/2026 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-04 |
| S65 | Uniform Investment Adviser Law Examination | 2016-01-19 |
Reach out to this advisor