Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-04-21 |
| TX | RA | APPROVED | 2022-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gersema Wealth Services, Inc | Saint Joseph | MO | 07/2011 | 04/2022 |
| Stifel, Nicolaus & Company, Incorporated | St. Joseph | MO | 05/2012 | 04/2022 |
| Integrated Wealth Concepts Llc | Waltham | MA | 04/2022 | Present |
1. REAL ESTATE - ST. JOSEPH, MO. OWNER OF RENTAL PRPERTY. STARTED 7/19/11 TO PRESENT. 1 HOUR WEEKLY, 0 DURING TRADING HOURS. NOT INVESTMENT RELATED. 2. 04/19/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/19/2022 - 10 Hours Per Month/5 Hours During Securities Trading - Time Spent 10% - Fixed annuities, fixed life, LTC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-28 |
Reach out to this advisor