Best Investors
Account
Sign in
501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-30 |
| MI | RA | APPROVED | 2020-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Flint | MI | 11/2019 | 08/2020 |
| Serra Traverse City | Traverse City | MI | 05/2017 | 08/2019 |
| Northwood University | Midland | MI | 08/2013 | 05/2017 |
| Stifel Nicolaus & Co Inc | Owosso | MI | 08/2020 | Present |
1. Owosso Charter Township; 370-446 S Delany Rd, Owosso, MI 48867; Local Municipality; Volunteer Firefighter; Voluntarily attend fires, auto accidents, ambulance calls; 10/11/2021; 20hrs/month; Not During Securities Trading Hours; Not Investment-Related. 2. Shiawassee Goodfellows; 1069 E Main St Owosso MI 48867; The Shiawassee Goodfellows is a non profit organization that raises money to purchase cold weather clothing for children; Board Member; Monthly Board Meetings. Collecting donations; 08/03/2023; 1.00hr/month; Not During Securities Trading Hours; Not Investment-Related 3. Shiawassee Goodfellows; 1069 E Main St Owosso MI 48867; The Shiawassee Goodfellows is a non profit organization that raises money to purchase cold weather clothing for children; Vice President; Monthly Board meetings. Collecting donations. Organization of annual events; 11/11/2024; 3 hrs/month; Not during security trading hours; Not Investment-Related 4. Raise Up Shiawassee; 217 N Washington St Owosso, MI 48867; Raise Up Shiawassee brings local non profits together to help raise awareness about the needs of Shiawassee County; Volunteer / member; Attend meetings, volunteer, committee member; 08/05/2025; 5hrs/mth; Not during securities trading hours; Not Investment Related 5. Owosso Public Schools Foundation; 645 Alger St Owosso MI 48867; Non profit foundation that supplies money to new teachers in the district as well as grants within the district; Board Member; Attend monthly meetings. Discuss ways to support staff and the district. Vote on grants requested by staff members; 09/04/2025; 1 hr/month; During security trading hours; Not Investment-Related 6. Friends of the Shiawassee River; 538 N Shiawassee St Corunna MI 48817; Non Profit advocating for health and education; Board Director; Attend monthly meetings. Organize fundraising events and river clean ups; 09/16/2025; 5 hrs/month; Not during security trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-14 |
Reach out to this advisor