Best Investors
Account
Sign in
Best Investors
Account
Sign in
11152 S Towne Square, Saint Louis, MO 63123 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-08-17 |
Branch Locations
111 Barclay Blvd. Suite 207, Lincolnshire, IL 60069 • United States
11152 S Towne Square, Saint Louis, MO 63123 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Usa Financial Securities | Ada | MI | 01/2016 | 01/2017 |
| Saxony Securities | St. Louis | MO | 01/2017 | Present |
| Saxony Capital Management | St. Louis | MO | 05/2017 | Present |
1) Foresight Investments, DBA for investment-related activity 2) Retirement Income Planning Group, Independent Insurance Agent for various insurance companies, not investment-related, 111 Barclay Blvd, Suite 207, Lincolnshire, IL 60093, insurance sales, agent started in 1990, 10 hours per month during trading hours, duties include selling various insurance products 3) William Cunningham, Sole Proprietorship; non-investment related; 111 Barclay Boulevard, Suite 207, Lincolnshire, IL 60069; Author - Owner; 8/1/2020; 10 hours per month, 0 hours per month during securities trading hours; author of non-fiction books
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-30 |
| S65 | Uniform Investment Adviser Law Examination | 2001-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-15 |
Reach out to this advisor