Best Investors
Account
Sign in
Best Investors
Account
Sign in
7400 W. 130Th Street Suite 320, Overland Park, KS 66213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-31 |
| CO | RA | APPROVED | 2025-07-31 |
| IL | RA | APPROVED | 2017-12-08 |
| MO | RA | APPROVED | 2017-12-05 |
| KS | RA | APPROVED | 2017-11-01 |
Branch Locations
7400 W. 130Th Street Suite 320, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 06/2015 | 11/2017 |
| Tek Industries, Llc | Gardner | KS | 02/2017 | 01/2021 |
| Engage Wealth Advisors, Llc | Overland Park | KS | 11/2017 | Present |
| Engage Advisors Wealth Llc | Overland Park | KS | 09/2020 | 10/2020 |
| Engage Wealth Advisors, Llc | Overland Park | KS | 06/2020 | Present |
1.INDEPENDENT INSURANCE AGENT INVESTMENT RELATED: YES ADDRESS: SAME AS BUSINESS NATURE OF BUSINESS: INSURANCE SALES APX NUMBER OF HRS PER WEEK: 10 SOME DURING TRADING 2. NAME OF OTHER BUSINESS: GARDNER ROTARY CLUB; INVESTMENT RELATED: NO; ADDRESS: 500 WEST MAIN STREET, GARDNER, KS, 66030; NATURE OF BUSINESS: CIVIC/COMMUNITY SERVICE; START DATE: 08/24/2016; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: VOTE AND GIVE GUIDANCE ON DIRECTION OF CLUB.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-20 |
Reach out to this advisor