Best Investors
Account
Sign in
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-04-01 |
| MD | RA | APPROVED | 2026-04-01 |
Branch Locations
100 West Road Suite 300, Towson, MD 21204 • United States
Timonium, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Callan & Palmer Llp | Timonium | MD | 10/1988 | Present |
| Waypoint Wealth Management | Timonium | MD | 01/2011 | 03/2026 |
| Mariner | Overland Park | KS | 03/2026 | Present |
CALLAN & PALMER, LLP NON-INVESTMENT RELATED TIMONIUM, MD ACCOUNTING FIRM CPA, PARTNER AND SHAREHOLDER 7/1/1991 8 0 TAX PREPERATION SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-10 |
Reach out to this advisor