Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Kansas City | MO | 08/2015 | 05/2017 |
| Select Quote | Overland Park | KS | 08/2017 | 01/2018 |
| Gwfs Equities | Overland Park | KS | 01/2018 | 05/2018 |
| Bmo Harris Financial Advisors, Inc | Leawood | KS | 05/2018 | 04/2019 |
| Waddell & Reed, Inc | Shawnee Mission | KS | 10/2020 | 01/2021 |
| Unemployed | Lees Summit | MO | 09/2020 | 10/2020 |
| State Farm | Lees Summit | MO | 03/2020 | 09/2020 |
| Unemployed | Lees Summit | MO | 05/2017 | 08/2017 |
| Mylo - A Lockton Company | Kansas City | MO | 03/2019 | 03/2020 |
| Lockton Companies | Kansas City | MO | 02/2021 | 07/2021 |
| Planmember Securities Corporation | Carpinteria | CA | 08/2021 | 05/2022 |
| Forrest T. Jones & Company Inc Dba Ftj Retirement Advisors | Kansas City | MO | 08/2021 | 05/2022 |
| Fidelity Security Life Insurance Co. | Kansas City | MO | 08/2021 | 05/2022 |
| Fidelity Investments | Kansas City | MO | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-20 |
Reach out to this advisor