Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2017-09-28 |
Branch Locations
100 N Broadway, Wichita, KS 67202 • United States
1 Cowboys Way, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wichita | KS | 02/2017 | Present |
| Bank Of America, N.A. | Wichita | KS | 02/2017 | Present |
| Wells Fargo | Wichita | KS | 02/2013 | 01/2017 |
I*2605300, Entity Type: Fiduciary role Name of OBA: MLPF&S Cust FPO J S B IRA FBO J S B, Address: WICHITA, Kansas, 67208, Investment Related: No, Position, Title, Association: Power of Attorney, Employee State Date: 05/12/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Duties: POA for Spouse I*2605301, Entity Type: Fiduciary role Name of OBA: j S B TOD Beneficiaries on file, Address: Wichita, Kansas, 67208, Investment Related: No, Position, Title, Association: Power of Attorney, Employee State Date: 05/12/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*2658303, Entity Type, Name of OBA: LDB Address: Wichita, Kansas Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/25/2025 No Hours: 1 Monthly No Hours during trading: 0 Duties: POA for Child/Grandchild I*4012278 Entity Type: Fiduciary role Name of OBA: P. M. POD P. M M. Revocable Trust Address: Lawrence, Kansas, 66049 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/17/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Power of Attorney/Parents I*4405269 Entity Type: For Profit Name of OBA: Long Shadows Properties LLC Address: Lawrence, Kansas, 66049 Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/08/2026 Number of Hours: 20, Monthly Number of Hours during trading: 0 Duties: Purchase my mother's home in Lawrence Kansas as our future retirement home. will rent to KU students until retirement. bill paying; Yard work; house cleaning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-20 |
Reach out to this advisor