Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-07-21 |
Branch Locations
2190 S Mason Rd Ste 100, Saint Louis, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | St Louis | MO | 11/2015 | 04/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Florissant | MO | 11/2015 | 07/2021 |
| I Love Ferguson | Ferguson | MO | 12/2016 | 12/2018 |
| Jeremiah Dellas | Creve Coeur | MO | 03/2017 | 07/2021 |
| Kohls | Creve Coeur | MO | 11/2017 | 12/2018 |
| Women & Leadership Advisory Council | St Louis | MO | 04/2018 | 07/2021 |
| Waddell & Reed, Inc | St Louis | MO | 11/2015 | 07/2021 |
| Stl Wealth Lp | O'FAllon | MO | 05/2020 | 07/2021 |
| Lpl Financial Llc | Saint Louis | MO | 07/2021 | Present |
1. 9/2/2021 - Crump & AOCP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 11/2015 - Time Spent 1%. 2. 12/9/2021 - Jeremiah Dellas - DBA: Heirloom Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/03/2021 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-08 |
Reach out to this advisor