Best Investors
Account
Sign in
Best Investors
Account
Sign in
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-05-14 |
Branch Locations
1401 S Brentwood Blvd Suite 300, Brentwood, MO 63144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Capital Advisors | Clayton | MO | 04/2012 | 02/2020 |
| Pnc Funds Distributor, Llc | Clayton | MO | 08/2012 | 02/2020 |
| Pnc Capital Markets, Llc | Pittsburgh | PA | 02/2020 | 02/2021 |
| Pnc Bank | Pittsburgh | PA | 02/2020 | 02/2021 |
| Amundi Distributor Us, Inc. | Boston | MA | 02/2021 | 05/2025 |
| Mariner | Overland Park | KS | 05/2025 | Present |
1) As of January 2018, Director and Member of the Board for St. Louis Planned Giving Council - Located at 330 Wenneker Drive, St. Louis, MO 63124. Responsibilities include attending meetings to promote education for nonprofit fundraising, budgeting and organizing the education content/speakers to increase membership. This is not investment related. Will devote approximately 5 hours per month toward this activity - zero hours per month during securities trading hours. 2) As of January 2021, Treasurer - Local Council - St. Louis Boy Scouts - Located at 4568 West Pine, St. Louis, MO 63108. Responsibilities include attending meetings, presenting the annual budget and providing updates for expenditures for scout related events. This is not investment related. Will devote approximately 5 hours per month toward this activity - zero hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-27 |
Reach out to this advisor