Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-04-13 |
Branch Locations
5700 Oakland Ave Suite 400, Saint Louis, MO 63110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Financial | St. Louis | MO | 08/2024 | 04/2026 |
| Clifton Larson Allen | Des Moines | IA | 01/2024 | 04/2024 |
| Adamantine Spine Moving | Des Moines | IA | 06/2023 | 01/2024 |
| Clifton Larson Allen | Des Moines | IA | 01/2023 | 04/2023 |
| Imos Pizza | St. Louis | MO | 05/2022 | 08/2022 |
| Holy Cross Academy | St. Louis | MO | 05/2018 | 08/2021 |
| Drake University | Des Moines | IA | 08/2020 | 05/2024 |
| Affton Athletic Associaton | St. Louis | MO | 06/2018 | 08/2018 |
| Unemployed | St. Louis | MO | 11/2015 | 05/2018 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2026 | Present |
| Renaissance Financial | St Louis | MO | 04/2026 | Present |
1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 04/2026 POSITION/TITLE/RELATIONSHIP: PORTFOLIO SPECIALIST APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: MY GOAL IS TO PROVIDE PRECISE, CLIENT-FOCUSED PORTFOLIO MANAGEMENT AND OPERATIONAL SUPPORT THAT ENSURES ALIGNMENT WITH EACH CLIENT'S RISK TOLERANCE AND LONG-TERM FINANCIAL GOALS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-18 |
Reach out to this advisor