Best Investors
Account
Sign in
Nwf Advisory Services Inc CRD 110410
$6.43B regulatory AUM 109 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-06-07 |
Branch Locations
530 Maryville Centre Dr. #315, Creve Coeur, MO 63141 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2011-07-21 |
Branch Locations
540 Maryville Centre Dr Suite 325, St. Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | St. Louis | MO | 04/2009 | Present |
| Premier Financial Partners | St. Louis | MO | 10/2005 | Present |
1. NWF ADVISORY SERVICES INC. POSITION: Investment Advisor Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/18/2024 ADDRESS: 11835 West Olympic Boulevard, 1155 East, Los Angeles CA 90064, United States DESCRIPTION: I do financial planning for clients through NWF Advisory Group and receive a fee for those services. I work in St. Louis, MO but NWF is located in Los Angeles, CA. 2. PATHAMARK WEALTH ADVISORS POSITION: Financial Advisor NATURE: Marketing name for Wedge Advisors, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 02/20/2026 ADDRESS: 530 Maryville Centre Dr, Suite 315, Saint Louis MO 63141, United States DESCRIPTION: Meet with clients Recommend/Implement Investments Insurance Review Financial plans 3. WEDGE ADVISORS, LLC POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 02/20/2026 ADDRESS: 530 Maryville Centre, Suite 315, Saint Louis MO 63141, United States DESCRIPTION: Meet with clients Financial Planning Suggest/implement investment strategies Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-29 |
Reach out to this advisor