Best Investors
Account
Sign in
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 | 2026-01-02 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Joplin | MO | 11/1993 | 09/2025 |
| Avantax Advisory Services | Joplin | MO | 04/1995 | 09/2025 |
| Giles & Associates Cpa Pc | Joplin | MO | 06/2012 | Present |
| Steve Giles, Agent | Joplin | MO | 01/2013 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Joplin | MO | 02/1998 | 09/2025 |
| Cetera Wealth Services, Llc | Joplin | MO | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) STEVE GILES, AGENT~'NIR'~3222 S RANGELINE ROAD, STE 104~JOPLIN~MO~64804~Independent Insurance Agent~Insurance Sales Agent~1/1/2013~10hrs~10hrs~HEALTH INSURANCE, LIFE INSURANCE, LONG TERM CARE 2) Giles & Associates CPA PC; President; Tax Preparation/Accounting; NIR; 160; 06/01/2012; Joplin MO 64804; Accounting, Taxes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-12-22 |
Reach out to this advisor