Best Investors
Account
Sign in
Best Investors
Account
Sign in
1031 Vermont Street Ste. 141, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-10 |
| TX | RA | APPROVED_RES | 2024-07-03 |
| CA | RA | APPROVED | 2024-04-08 |
| KS | RA | APPROVED | 2021-07-02 |
Branch Locations
1031 Vermont Street Ste. 141, Lawrence, KS 66044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Wealth Management | Lawrence | KS | 04/2014 | 07/2020 |
| Bowersock Capital Partners Llc | Lawrence | KS | 07/2020 | 03/2021 |
| Kaylin Dillon Financial Planning Llc | Lawrence | KS | 03/2021 | Present |
| The Prenup Coach Llc | Lawrence | KS | 10/2022 | Present |
Kaylin Dillon is a non-managing member of Carter Management LLC; this is a family rental property company. Kaylin Dillon is also a member/passive investor at Adrian Bancshares, Inc.; this is a small regional bank in Adrian, Missouri. Kaylin does not devote time to these activities during trading hours. These are not investment-related. Kaylin Dillon is a managing member of The Prenup Coach LLC; this is an educational media company. Kaylin devotes 10% of trading hour activities to The Prenup Coach LLC. This activity is not investment-related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-01 |
Reach out to this advisor