Best Investors
Account
Sign in
Best Investors
Account
Sign in
2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-04-27 |
| KS | RA | APPROVED | 2016-04-26 |
Branch Locations
2950 Sw Mcclure Rd Ste B, Topeka, KS 66614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Platinum Wealth Planning | Topeka | KS | 08/2013 | Present |
| Advisors Excel, Llc | Topeka | KS | 09/2013 | Present |
| M & J Work, Llc | Topeka | KS | 08/2022 | Present |
1.)PLATINUM WEALTH PLANNING TOPEKA KANSAS START DATE 08/2013 INSURANCE SALES OWNER NON INVESTMENT RELATED COMMISSION COMPENSATION 20 HRS PER MONTH 2.)ADVISORS EXCEL 2950 SW MCCLURE RD TOPEKA KS VICE PRESIDENT OF ADVISOR DEVELOPMENT COACH FINANCIAL ADVISORS ON MARKETING AND CASE DESIGN 200 PER MONTH 200 DURING TRADING HOURS 3.)M & J WORK, LLC POSITION: Officer NATURE: LLC for one rental house INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 5241 NE Shaffer Rd, Topeka KS 66617, United States DESCRIPTION:Landlord of the rental house.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-10 |
Reach out to this advisor