Best Investors
Account
Sign in
Best Investors
Account
Sign in
16090 Swingley Ridge Road Ste 620, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2017-08-03 |
Branch Locations
16090 Swingley Ridge Road Ste 620, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brand Asset Management Group | Chesterfield | MO | 02/2015 | Present |
FOUNDATION FOR FINANCIAL PLANNERS, POSITION: Volunteer, NATURE: pro-bono financial planning/advice for at-risk people who otherwise can't afford it, INVESTMENT RELATED: Yes, NUMBER OF HOURS: less than 1 hour per month during non-trading hours if possible. If done during trading hours, will use community service hours provided by Brand AMG or take vacation time, START DATE: 07/01/2022, ADDRESS: same as my residential since it's a volunteer position, DESCRIPTION: I meet with clients who sign up with the program and are matched with me as the volunteer. I help walk these clients walk through financial planning items and provide advice where appropriate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-03 |
Reach out to this advisor