Best Investors
Account
Sign in
Best Investors
Account
Sign in
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-05-03 |
| TX | RA | APPROVED_RES | 2024-04-30 |
Branch Locations
Three City Place Drive Suite 590, Creve Coeur, MO 63141 • United States
1 disclosure category 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 | 05/2014 | 09/2020 |
| Arete Wealth Management Llc | Chicago | IL | 09/2020 | 04/2024 |
| Arete Wealth Advisors Llc | Chicago | IL | 09/2020 | 04/2024 |
| Rfg Advisory, Llc Dba Cooper Tower Wealth | St. Louis | MO | 04/2024 | Present |
COOPER TOWER WEALTH; INVESTMENT-RELATED; 3636 S GEYER RD, SUITE 100, ST. LOUIS, MO 63127; DBA FOR INVESTMENT BUSINESS; OWNER/WEALTH ADVISOR; START DATE = 09/2020; 160 HRS/MTH DURING SECURITIES TRADING HOURS; INVESTMENT ADVICE. CRUMP INSURANCE; INVESTMENT-RELATED; 280 SOUTH 400 WEST, SUITE 100, SALT LAKE CITY, UT 84101; INSURANCE INVESTMENT PRODUCTS/VUL;INDEPENDENT INSURANCE SALES: AGENT; START DATE = 05/2014; 80 HOURS HRS/MTH DURING SECURITIES TRADING HOURS; INSURANCE INVESTMENT ADVICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-18 |
Reach out to this advisor