Best Investors
Account
Sign in
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2024-05-17 |
Branch Locations
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hopkins Investment Management, Llc | Annapolis | MD | 11/2008 | 07/2021 |
| Wealth Management Solutions | Annapolis | MD | 07/2021 | 05/2024 |
| Modern Wealth Management, Llc | Lenexa | KS | 05/2024 | Present |
1. HOPKINS CAPITAL PARTNERS GP, LLC. Manager of general partner of private fund, an investment-related business. The address is 1731 River Road, Annapolis, MD 21409. Start date was 2015. HOURS NOT MUTUALLY EXCLUSIVE TO ACTIVITY. OVERSEE DAILY OPERATIONS OF GENERAL PARTNER TO THE FUND. Chairman and majority shareholder of DANIEL
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-05-06 |
| S65 | Uniform Investment Adviser Law Examination | 1998-05-06 |
Reach out to this advisor