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 | 2025-06-06 |
Branch Locations
5700 Oakland Avenue Suite 400, St. Louis, MO 63110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Foritsell | MO | 06/2023 | 05/2024 |
| Full-Time Education | Waterloo | IA | 07/2016 | 04/2017 |
| Sunnyside Golf & Country Club | Waterloo | IA | 04/2017 | 09/2017 |
| Full-Time Education | Waterloo | IA | 09/2017 | 03/2018 |
| Irv Warren Gold Course | Waterloo | IA | 03/2018 | 08/2018 |
| Full-Time Education | Waterloo | IA | 08/2018 | 08/2019 |
| University Of Northern Iowa | Cedar Falls | IA | 08/2019 | 03/2020 |
| Hansen's Dairy | Hudson | IA | 12/2019 | 06/2021 |
| University Of Northern Iowa | Cedar Falls | IA | 01/2021 | 08/2021 |
| Unemployed | Waterloo | IA | 08/2021 | 01/2022 |
| Peppers Sports Bar | Cedar Falls | IA | 01/2022 | 06/2022 |
| Sunnyside Country Club | Waterloo | IA | 06/2022 | 08/2022 |
| Brew Brothers | Waterloo | IA | 08/2022 | 12/2022 |
| Full-Time Education | Waterloo | IA | 01/2023 | 05/2023 |
| Wells Fargo Clearing Services | St Louis | MO | 05/2024 | 03/2025 |
| Disys | St Louis | MO | 05/2024 | 03/2025 |
| Renaissance Financial | St Louis | MO | 02/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2025 | Present |
1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 02/2025 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY OPERATIONS ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: ASSISTING WITH INVESTMENT ADVISORY OPERATIONS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-25 |
Reach out to this advisor