Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-09-27 |
Branch Locations
11551 Ash Street Suite 250, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Mission | KS | 08/2013 | 08/2021 |
| Raymond James & Associates, Inc. | Overland Park | KS | 09/2021 | Present |
(1)Name of Business: Dynasty Holdings LLC Address: 7120 Gibbs Road, Kansas City, KS, 66106, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/15/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I are part owners of a volleyball gym in KC, KS. Dynasty Holdings. I am a passive owner and have no responsibilities. This is on my FINRA broker check and has been approved by the various securities firms I have worked for in the past. It derives rental income from a separate business entity Dynasty Volleyball Club of which I have no ownership or involvement. Passive investment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-02 |
| S65 | Uniform Investment Adviser Law Examination | 1999-08-13 |
Reach out to this advisor