Best Investors
Account
Sign in
12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-03 |
| PA | RA | APPROVED | 2018-06-28 |
Branch Locations
630A Germantown Pike, Lafayette Hill, PA 19444 • 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 |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Conshohocken | PA | 03/2008 | 06/2018 |
| Edward Jones | St. Louis | MO | 06/2018 | Present |
Rental Property Type of business: vacation home rental Brigantine, NJ Start date: 7/25/2025 co-owner with my spouse Hours per week: 0 Hours during trading: 0 We strictly use a local realtor in Brigantine to manage the 4/5 weeks of rental in the Summer months only. * "She Writes Press Type: Date: 09/14/15 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: book sales royalties City-State: Tempe AZ"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-28 |
Reach out to this advisor