Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-09-05 |
Branch Locations
1720 N. Webb Road Suite 116, Wichita, KS 67206-3419 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Wichita | KS | 06/2003 | 04/2020 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 06/2003 | 04/2020 |
| Mutual Securities, Inc. | Camarillo | CA | 05/2020 | 03/2021 |
| Wealth Alliance Advisory Group, Llc | Wichita | KS | 05/2020 | 03/2021 |
| Wealth Alliance | Wichita | KS | 05/2020 | 03/2021 |
| Morgan Stanley | Wichita | KS | 07/2021 | 08/2023 |
| Volunteer For Non-Profit | Wichita | KS | 03/2020 | 07/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | 08/2023 |
| Charles Schwab & Co.,Inc | Witchita | KS | 08/2023 | Present |
| Charles Schwab Bank Ssb | Wichita | KS | 08/2023 | Present |
1) Wichita Estate Planning Council | Investment Related:No|Nonprofit Charitable Organizations|General board member|10/1/2022|Less than 20|0|I help come up with topics to present to the group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-13 |
Reach out to this advisor