Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
5700 Oakland Ave Ste 400, St Louis, MO 63110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Saint Louis | MO | 05/2019 | 01/2020 |
| Commit 2 Clean | Saint Louis | MO | 05/2017 | 08/2017 |
| Wells Fargo Advisors | Frontenac | MO | 05/2018 | 08/2018 |
| Southeast Missouri State University | Cape Girardeau | MO | 08/2015 | 05/2019 |
| Securian Financial Services | Saint Paul | MN | 07/2020 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 07/2020 | 08/2023 |
| Renaissance Financial Corp | St. Louis | MO | 07/2020 | Present |
| Unemployed | Saint Louis | MO | 01/2020 | 05/2020 |
| Renaissance Financial Corp | St. Louis | MO | 06/2020 | 07/2020 |
| Securian Financial Services | Saint Paul | MN | 06/2020 | 07/2020 |
| Cetera Wealth Services, Llc | St. Louis | MO | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: July 2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: July 2020 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 3. NAME OF OTHER BUSINESS: CYSTIC FIBROSIS FOUNDATION- GATEWAY CHAPTER, INVESTMENT RELATED: NO, ADDRESS: 10900 MANCHESTER RD #206, SAINT LOUIS, MO 63122, NATURE OF BUSINESS: COMMITTEE LEADER, START DATE: 04/2024, POSITION/TITLE/RELATIONSHIP: COMMITTEE LEADER, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: PLANNING CHARITY EVENT, FINDING SPONSORS, AUCTION ITEMS, LEADING PLANNING MEETINGS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-01 |
Reach out to this advisor