Best Investors
Account
Sign in
Best Investors
Account
Sign in
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Florissant | MO | 01/2018 | 08/2018 |
| Parallon | Earth City | MO | 03/2014 | 01/2018 |
| New York Life Insurance Co. | Creve Coeur | MO | 08/2018 | 08/2023 |
| Nylife Securities Llc | Creve Coeur | MO | 11/2018 | 08/2023 |
| Eagle Strategies Llc | Creve Coeur | MO | 09/2022 | 08/2023 |
| Principal Life Insurance Company | Saint Louis | MO | 08/2023 | 04/2026 |
| Principal Securities, Inc. | Saint Louis | MO | 08/2023 | 04/2026 |
| Osaic Institutions, Inc. | Meriden | CT | 04/2026 | Present |
| First Bank | Clayton | MO | 04/2026 | Present |
1.) Phoenix Metro. Not investment related. Non profit 501c-3 corporation that manages affordable housing units. Board member. Started in 2007. Approx 3 hours per month. Approx 1 hour during trading hours. Meet once a month to discuss any business pertaining to the properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-07 |
Reach out to this advisor