Best Investors
Account
Sign in
Best Investors
Account
Sign in
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED_RES | 2021-04-29 |
Branch Locations
1995 El Camino Real Suite 302, Santa Clara, CA 95050 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Santa Clara | CA | 11/1992 | Present |
DIOCESE OF SAN JOSE SAN JOSE, CA START DATE: 5/01/2005 LAY PENSION BOARDMEMBER HOURS DURING WEEK: 0 HOURS DURING TRADING: 0 OVERSIGHT OF THE $100 MILLION LAY PENSION POOL. Diocese of San Jose San Jose, CA Start date: 6/1/2009 Investment Committee Hours per week: 0 Hours during trading: 0 Review & meet with money managers on a quarterly basis to review performance of Investment Pool. Also review & recommend changes to the Investment Policy of the Diocese of San Jose. Diocese of San Jose San Jose, CA Start date: 2/17/2005 Finance Council Hours per week: 0 Hours during trading: 0 Attend monthly council meetings and vote on issues affecting the Diocese of San Jose.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-22 |
Reach out to this advisor