Best Investors
Account
Sign in
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED | 2025-09-02 |
Branch Locations
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
9101 Phoenix Village Pkwy, O'FAllon, MO 63368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lamarche & Associates | O'FAllon | MO | 10/2018 | 07/2022 |
| Virtue Capital Management, Llc | Brentwood | TN | 11/2018 | 06/2019 |
| Art Of Capital | Laurel | MT | 06/2016 | 09/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 06/2019 | 08/2025 |
| Retire Once Financial Management, Llc | O'FAllon | MO | 07/2022 | 01/2026 |
| Alphastar Capital Management | O'FAllon | MO | 09/2025 | Present |
| Conquistare Financial Advisory, Llc | O'FAllon | MO | 01/2026 | Present |
| United Healthcare | O'FAllon | MO | 04/2021 | Present |
1.) Conquistare Financial Advisory, LLC DBA Retire Once Financial Management ; YES INVESTMENT RELATED; 9101 Phoenix Village Parkway, O'FALLON, MO 63368; INSURANCE SALES; President; START DATE 10/2018; APPROX 40 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) Conquistare Financial Advisory, LLC DBA Retire Once Financial Management ; YES INVESTMENT-RELATED; 9101 PHOENIX VILLAGE PARKWAY, O'FALLON, MO 63368; GOLD AND SILVER; ADVISOR; START DATE 10/15/2018; APPROX 02 HRS/MONTH; APPROX 02 HRS/MONTH DURING TRADING; SALES OF GOLD AND SILVER COINS. 3.) United Health Care; Yes investment related; O'Falon, MO; Health Insurance Sales; State date 04/2021; Approx. 40 hours; Health insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-12 |
| S66 | Uniform Combined State Law Examination | 2015-11-21 |
Reach out to this advisor