Best Investors
Account
Sign in
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-16 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Investment Advisors | Austin | TX | 03/2008 | 03/2019 |
| Diversified Investors Securities Corp. | Austin | TX | 03/2008 | 03/2019 |
| Creative Planning, Llc | Overland Park | KS | 06/2026 | Present |
| Unemployed | Austin | TX | 03/2019 | 04/2022 |
| Ausitn Independent School District | Austin | TX | 04/2022 | 12/2023 |
| Milliman | Austin | TX | 12/2023 | 05/2026 |
I RECEIVE INCOME FROM RENTAL PROPERTIES AND RESIDUALS FROM INSURAMC POLICIES SOLD FROM 1998-2002. I SPENT NO TIME IN THESE PASSIVE INCOME ACTIVITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-08 |
| S66 | Uniform Combined State Law Examination | 2023-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-20 |
Reach out to this advisor