Best Investors
Account
Sign in
Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-06 |
| KS | RA | APPROVED | 2022-08-19 |
| MO | RA | APPROVED | 2022-08-19 |
Branch Locations
4200 W 115Th Street, Suite 210, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frontier Wealth Management | Kansas City | MO | 01/2009 | 07/2022 |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 07/2022 | Present |
Name: Youth Ambassadors, Inc Address: 3130 Troost Ave, Kansas City, MO 64109 Not Investment Related Nature: educational employment program Position/Title: Member, Board of Directors Start: 05/23/2025 Hours/Month: 1 Hours during Market Hours: 12 Duties: Volunteer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-18 |
| S66 | Uniform Combined State Law Examination | 1998-04-22 |
Reach out to this advisor