Best Investors
Account
Sign in
Best Investors
Account
Sign in
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-26 |
| IN | RA | APPROVED | 2025-05-08 |
Branch Locations
61 Quartermaster Ct, Jeffersonville, IN 47130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Louisville | KY | 07/2012 | 02/2020 |
| Axiom Financial Strategies Grp/Lion St Fin/Spring St Solutions | New Albany | IN | 02/2020 | 05/2025 |
| Edward Jones | St. Louis | MO | 05/2025 | Present |
Habitat for Humanity Clark & Floyd Indiana New Albany, IN Start date: 7/1/2019 Board President Hours per week: 0 Hours during trading: 0 governance of the organization * Greenville Elementary PTO Greenville, IN Start date: 8/1/2023 VP/Treasurer Hours per week: 0 Hours during trading: 0 VP & Treasurer. Reconcile bank account. Check writing for paying involves and reimbursements- dual signature over $300. Name is on bank account, total balance approximately $70k. Term ends June 30, 2026.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-25 |
Reach out to this advisor