Best Investors
Account
Sign in
Best Investors
Account
Sign in
928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-15 |
| MO | RA | APPROVED | 2026-06-15 |
| PA | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED | 2026-06-15 |
| KS | RA | APPROVED | 2025-01-10 |
Branch Locations
4200 W 115Th Street, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Shawnee Mission | KS | 04/2002 | 07/2021 |
| Personal Financial Management | Leawood | KS | 04/2002 | 01/2021 |
| Lpl Financial, Llc | Overland Park | KS | 07/2021 | 09/2024 |
| Umb Bank | Leawood | KS | 01/2025 | Present |
| Umb Financial Services Inc | Leawood | KS | 01/2025 | Present |
| Unemployed | Leawood | KS | 10/2024 | 12/2024 |
UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 01/06/2025, 152 hours per month allocated to UMB Bank during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-17 |
Reach out to this advisor