Best Investors
Account
Sign in
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-01-13 |
Branch Locations
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lutheran High School South | Saint Louis | MO | 01/2012 | 05/2018 |
| Missouri State University | Springfield | MO | 07/2018 | 05/2021 |
| Waterway Cash Wash | Saint Louis | MO | 09/2014 | 05/2021 |
| Tap Consulting Llc Dba Genex Consulting | Saint Louis | MO | 05/2019 | 08/2019 |
| Tap Consulting Llc Dba Genex Consulting | Saint Louis | MO | 05/2020 | 08/2020 |
| Goodcents | Saint Louis | MO | 09/2020 | 11/2020 |
| Lutheran High School South | Saint Louis | MO | 01/2012 | 05/2018 |
| Private Client Services | Kirkwood | MO | 01/2022 | 11/2024 |
| Tap Consulting Llc Dba Genex Consulting | Saint Louis | MO | 06/2021 | 04/2022 |
| Tap Consulting Llc Dba Genex Consulting | Kirkwood | MO | 04/2022 | 03/2025 |
| Summit Financial, Llc | Parsippany | NJ | 11/2024 | 01/2026 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-14 |
Reach out to this advisor