Best Investors
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Account
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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-01-03 |
| CO | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2025-01-02 |
| MO | RA | APPROVED | 2024-10-18 |
Branch Locations
1 Point West Blvd., Saint Charles, MO 63301 • United States
Columbia, MO • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Saint Louis | MO | 07/2017 | 06/2024 |
| Mark Insurance, Llc | Brentwood | MO | 01/2010 | Present |
| Securities America Advisors | Saint Louis | MO | 02/2018 | 06/2024 |
| Pgn Financial | Saint Louis | MO | 02/2018 | 10/2024 |
| Osaic Wealth, Inc. | Saint Louis | MO | 06/2024 | 10/2024 |
| Osaic Wealth, Inc. | Saint Louis | MO | 06/2024 | 10/2024 |
| Integrity Advisory Solutions | St Charles | MO | 10/2024 | Present |
1. JK Financial; Investment related; 3806 Buttonwood Dr. Suite 102 Columbia, MO 65201; DBA for wealth management; IAR; 10/18/2024; 0 hours per month; 0 hours during securities trading hours; DBA for wealth management. Meets with clients and helping them with retirement planning. 2. Senior Benefit Services; Investment related; 801 Gray Oak Dr Columbia, MO 65201; Insurance; Insurance Agent; 06/01/2009; 15 hours per month; 5 hours per month during securities trading hours; Advising Medicare beneficiaries on their insurance options & enrolling them in policy that fits their needs. Sell life, health, long term care, dental, hospital indemnity, cancer, and indexed annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-05 |
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