Best Investors
Account
Sign in
501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-02 |
| KY | RA | APPROVED | 2026-03-05 |
Branch Locations
600 North Hurstbourne Parkway Suite 100, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Louisville | KY | 05/2019 | 08/2019 |
| Stifel Nicolaus | Columbia | SC | 02/2019 | 04/2019 |
| Stifel Nicolaus | Columbia | SC | 08/2019 | 12/2019 |
| Assetmark Financial, Inc. | Chicago | IL | 06/2020 | 08/2021 |
| N/A | Louisville | KY | 04/2016 | 02/2019 |
| Fifth Third Private Bank | Chicago | IL | 08/2021 | 09/2022 |
| Briar Hall Llc | Chicago | KY | 10/2022 | 12/2025 |
| Stifel, Nicolaus & Company, Incorporated (Org Id: 793) | Louisville | KY | 01/2026 | Present |
| Stifel Nicolaus | Columbia | SC | 02/2020 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-22 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-03 |
Reach out to this advisor