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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-08-19 |
Branch Locations
14567 North Outer Forty Road #425, Chesterfield, MO 63107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones Trust Company | St. Louis | MO | 04/2014 | 03/2017 |
| Edward Jones Trust Company | Saint Louis | MO | 04/2017 | 06/2019 |
| Frontier Wealth Management Llc | Kansas City | MO | 07/2019 | 07/2022 |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 07/2022 | Present |
Name: My Next Best Dollar, LLC, Investment-Related: No. Address: private residence, Position/Title: owner, Start: 04/05/2020, Hours/Month: 5, Hours during Market Hours: 0, Duties: administrative and operational support related to household tasks
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-17 |
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