Best Investors
Account
Sign in
Best Investors
Account
Sign in
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-28 |
| TX | RA | APPROVED | 2025-03-28 |
Branch Locations
Castle Rock, CO • United States
Piney Creek Square 15436 East Orchard Road, Centennial, CO 80016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | Westlake | TX | 06/2018 | 08/2019 |
| Aramark | Gainesville | FL | 07/2017 | 05/2018 |
| The Statler Hotel At Cornell University | Ithaca | NY | 06/2014 | 06/2017 |
| New York Yankees | New York | NY | 05/2017 | 06/2017 |
| Total Wine And More | Bethesda | MD | 08/2019 | 08/2021 |
| Charles Schwab | Lone Tree | CO | 08/2021 | 08/2023 |
| Charles Schwab Bank, Ssb | Lone Tree | CO | 08/2021 | 08/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwood Village | CO | 08/2023 | 02/2025 |
| Bank Of America, N.A. | Greenwood Village | CO | 09/2023 | 02/2025 |
| Edward Jones | St. Louis | MO | 03/2025 | Present |
Town of Castle Rock Type of business: Summer Swim Coach Castle Rock, CO Start date: 6/1/2026 Swim Coach Hours per week: 12 Hours during trading: 0 Coaching swim team June through July for the town for youth swimmers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-20 |
Reach out to this advisor