Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-11 |
| MO | RA | APPROVED | 2024-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Center Street Securities | Nashville | TN | 04/2017 | 08/2017 |
| Greenway Insurance And Financial | St. Peters | MO | 08/2016 | 08/2017 |
| Instacart | O'FAllon | MO | 02/2017 | 04/2017 |
| Scottrade, Inc. | St. Louis | MO | 08/2017 | 12/2017 |
| Td Ameritrade, Inc. | St Louis | MO | 08/2017 | 10/2019 |
| Fisher Investments | Plano | TX | 02/2020 | 06/2021 |
| Search Ingenuity | St. Peters | MO | 10/2019 | 02/2020 |
| Wells Fargo Clearing Services Llc | St. Louis | MO | 06/2021 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manchester | MO | 08/2024 | Present |
| Bank Of America, N.A. | Manchester | MO | 10/2024 | Present |
I*1977317, Charitable, Name of the other businessImmaculate Conception Catholic Church DardenneWhether the business is investment-relatedNoAddress of the other businessDardenne Prairie, MO Nature of the other businessCatholic ChurchYour positionFourth Grade TeacherTitle, or relationship with the other businessNoneStart date of your relationship08/22/2022Approximate number of hours/month you devote to the other business5Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessI teach fourth graders Catholicism.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-29 |
| S66 | Uniform Combined State Law Examination | 2016-04-07 |
Reach out to this advisor