Best Investors
Account
Sign in
5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-05-16 |
| TX | RA | APPROVED_RES | 2025-05-16 |
Branch Locations
5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 06/2009 | 02/2020 |
| Cutter & Company, Inc | Ballwin | MO | 03/2020 | 05/2025 |
| Prospera Financial Services, Inc. | Dallas | TX | 05/2025 | Present |
1) Sapphire Wealth Management / DBA Only / 100% of the time / 15415 Clayton Road, Ballwin MO 63011 2) Volunteer at Great Pyrenees Rescue of MO starting 9/15/20. Not investment related and not during business hours. this is non-profit organization and runs only with volunteers of which I will be helping with dog rescue duties. 3) Travel Cruise Escort / Not Investment Related / Act as escort/tour leader for large groups on cruise ship / Start Date: 01/01/2025 / No compensation - RR's stay on cruise would be free / Hours devoted will occur during vacation time
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-04 |
Reach out to this advisor