Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-11 |
| CA | RA | APPROVED | 2024-02-02 |
Branch Locations
100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States
6580 Oakmont Drive Suite B, Santa Rosa, CA 95409 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Santa Rosa | CA | 09/2006 | 08/2020 |
| Golden State Wealth Management, Llc | Santa Rosa | CA | 02/2017 | 08/2020 |
| Intrua Financial, Llc | Houston | TX | 07/2020 | 05/2024 |
| Larson Financial Group, Llc | St Louis | MO | 05/2024 | Present |
| Oakmont Financial Group, Llc | Santa Rosa | CA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-26 |
| S66 | Uniform Combined State Law Examination | 2007-07-19 |
Reach out to this advisor