Best Investors
Account
Sign in
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-01-27 |
| KS | RA | APPROVED | 2012-07-30 |
Branch Locations
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Planning Partners | Leawood | KS | 12/2011 | Present |
1)KANSAS CITY HOSPICE, KANSAS CITY, MO - INVESTMENT RELATED. POSITION: VOLUNTEER BOARD/COMMITTEE MEMBER, WITH OTHER COMMITTEE MEMBERS WE MEET WITH THE CORPORATE TRUSTEE REPRESENTATIVES TO DISCUSS KC HOSPICE'S FINANCIAL NEEDS AND PLANNING. START DATE: JANUARY 2015. APPROXIMATELY 2 HRS. PER MONTH, NONE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-13 |
Reach out to this advisor