Best Investors
Account
Sign in
Best Investors
Account
Sign in
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-03-12 |
| MO | RA | APPROVED | 2024-03-12 |
Branch Locations
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
2034 Pearl Street Suite 100, Boulder, CO 80302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Boulder | CO | 07/2009 | 03/2024 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 03/2024 | Present |
2034 PEARL,LLC; INVESTMENT RELATED; BOULDER,CO; 35% OWNERSHIP; START DATE 07/01/2014; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 4; MANAGING MEMBER. REAL ESTATE HOLDING COMPANY FOR FINET PRACTICE. HI-WAL, LLC DBA JUNIPER WEALTH ADVISORS; INVESTMENT RELATED; BOULDER,CO; 50% OWNERSHIP; START DATE 06/01/2009; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 4; OPERATING ENTITY FOR FINET PRACTICE. HI-WAL LLC 401K; INV. RELATED; BOULDER, CO; START DATE 1/2020; LESS THAN 1 HR PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-12 |
Reach out to this advisor