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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-12 |
Branch Locations
717 Highway 287 N Ste 601, Mansfield, TX 76063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Arlington | TX | 07/2007 | 02/2023 |
| Hightower Advisors | Chicago | IL | 09/2023 | 01/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 04/2024 | Present |
| Biltmore Financial Services | Mansfield | TX | 02/2024 | Present |
| The Keever Group | Arlington | TX | 07/2007 | 02/2023 |
| Unemployed | Cleburne | TX | 02/2023 | 09/2023 |
| Wellspring Associates | Arlington | TX | 09/2023 | 01/2024 |
1) Biltmore Financial Services; Yes Investment Related; 717 Hwy 287 N, Ste 601 Mansfield, TX 76063; Financial/Retirement Planning, Investing, Life Insurance & Annuities; Paraplanner; 02/2024; Approx. 176hrs/Mo; Approx. 130hrs/Mo during securities trading hours; Analyze client documents and information, work with lead advisor to create and implement long-term solutions for client financial health in retirement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-17 |
Reach out to this advisor