Best Investors
Account
Sign in
Best Investors
Account
Sign in
4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-11-04 |
Branch Locations
10900 Manchester Rd. Suite 100, Kirkwood, MO 63122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tap Consulting Llc Dba Genex Consulting | Kirkwood | MO | 07/2019 | 03/2025 |
| Private Client Services | Kirkwood | MO | 01/2020 | Present |
| Investment Planners, Inc | Quincy | IL | 08/2018 | 06/2019 |
| Vector Marketing | St. Louis | MO | 01/2015 | 08/2018 |
| Summit Financial, Llc | Parsippany | NJ | 10/2024 | Present |
(1) OFFERS INSURANCE AS A BROKER OR AGENT THROUGH NUMEROUS INSURANCE COMPANIES. SOME SALES ARE THROUGH SRM, AN AFFILIATED COMPANY OF SUMMIT WHICH IS LICENSED TO SELL VARIOUS INSURANCE PRODUCTS. MR. DRURY EARNS BOTH CASH AND NON-CASH COMPENSATION BASED ON SALES OF THESE PRODUCTS. (2) Summit Financial dba Panoptic Wealth Advocates; Investment related; 4 Campus Drive, Parsippany, NJ 07054; RIA; IAR; Start date: 11/01/2024; Hours per month: 160; Hours during trading: 140; Duties: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-16 |
Reach out to this advisor