Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-03-21 |
Branch Locations
2415 Carter Lane Suite 101, Columbia, MO 65201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2016 | 01/2024 |
| Dean Team Hyundai | Ballwin | MO | 09/2014 | 09/2016 |
| Cetera Advisors Llc | St Cloud | MN | 01/2024 | Present |
| Ccr Wealth Management | Columbia | MO | 01/2024 | Present |
| Missouri State High School Activities Association | Columbia | MO | 12/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
NAME OF OTHER BUSINESS: CCR WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; NAME OF OTHER BUSINESS: MISSOURI STATE HIGH SCHOOL ACTIVITIES ASSOCIATION, INVESTMENT RELATED: NO, ADDRESS: 1 NORTH KEENE ST. COLUMBIA, MO 65201, NATURE OF BUSINESS: HS SPORTS, START DATE: 12/2023, POSITION/TITLE/RELATIONSHIP: OFFICIAL, APX NUMBER OF HOURS PER WEEK: 10, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OFFICIATING HIGH SCHOOL WRESTLING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-07 |
Reach out to this advisor