Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-10-20 |
Branch Locations
19 Research Park Court, Saint Charles, MO 63304 • United States
1232 Wentzville Pkwy, Wentzville, MO 63385 • United States
Eureka, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | St. Louis | MO | 11/2017 | 04/2018 |
| Stage Stores | Arnold | MO | 05/2017 | 10/2017 |
| Gordmans | Arnold | MO | 06/2014 | 04/2017 |
| Six Flags | Eureka | MO | 03/2019 | 10/2021 |
| Vantage Credit Union | Ellisville | MO | 07/2018 | 08/2019 |
| Vantage Credit Union | Saint Charles | MO | 08/2019 | Present |
| Lpl Financial, Llc | Saint Charles | MO | 09/2019 | Present |
| Alltru Credit Union | Wentzville | MO | 01/2023 | Present |
1. 09/06/2019 - VANTAGE INVESTMENT SERVICES GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ BRIDGETON, MO 2. 1/19/2021 - Vantage Credit Union - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Started 08/25/2020 - 8 Hours Per Month During Securities Trading - Support the credit union in administration of CDs, IRAs, Deferred Compensation and Member services. 3. 2/6/2023 - Alltru Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/25/2023 - 5 Hours Per Month/5 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-11 |
Reach out to this advisor