Best Investors
Account
Sign in
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-05-05 |
| TX | RA | APPROVED | 2021-05-05 |
Branch Locations
Chesterfield, MO • United States
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elemental Wealth Group | Chesterfield | MO | 09/2020 | Present |
| Saint Louis University | St. Louis | MO | 07/2012 | 06/2019 |
| Saint Louis University | St. Louis | MO | 07/2019 | Present |
(1) Scottsdale Wealth Planning; Investment Related; 7033 E. Main St., Scottsdale, AZ 85251; Financial Planning & Investment Management; Consultant; Started 01/2021; 8 hours of month; none during trading hours; Member of Investment Committee. (2) Saint Louis University; Not Investment Related; 1 N. Grand Blvd., St. Louis, Missouri 63103; Education; Associate Professor of Finance; Started 07/2012; 150 hours a month, 110 during trading hours; Teaching.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-05 |
Reach out to this advisor