Best Investors
Account
Sign in
Best Investors
Account
Sign in
9777 Ridge Drive, Suite 360, Lenexa, KS 66219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-01-03 |
| TX | RA | APPROVED_RES | 2021-01-08 |
| MO | RA | APPROVED | 2018-06-05 |
Branch Locations
6390 N Cosby Ave, Kansas City, MO 64151 • United States
9777 Ridge Drive, Lenexa, KS 66219 • United States
1811 Walnut Street, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investments Services Inc | Kansas City | MO | 01/2013 | 05/2018 |
| Reed Performing Arts Company | Lee'S Summit | MO | 09/2016 | 09/2018 |
| Copper Financial Network Llc | Lenexa | KS | 05/2018 | Present |
(1) UNIVERSITY OF MISSOURI-COLUMBIA; NOT INVESTMENT-RELATED; 104 JESSE HALL, COLUMBIA, MO 65211; FINANCIAL PLANNING ADVISORY BOARD; ADVISORY BOARD MEMBER; BEGAN 01/01/2013; 2 HOURS PER MONTH, 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS. (2) POSHMARK; NOT INVESTMENT RELATED; 5857 S NATIONAL DR, PARKVILLE, MO 64152; SELLING CLOTHING; BEGAN 02/01/2017; 1 HOUR PER MONTH, 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-01 |
Reach out to this advisor