Best Investors
Account
Sign in
12728 State Line Rd., Leawood, KS 66209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-11 |
| KS | RA | APPROVED | 2021-09-30 |
| TX | RA | APPROVED | 2021-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth Advisors, Llc | Overland Park | KS | 08/2006 | 01/2017 |
| Normandy Investment Advisors | Leawood | KS | 09/2021 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2006 | 09/2021 |
1. Fixed insurance sales, as insurance agent, conducted at branch location, investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-17 |
Reach out to this advisor