Best Investors
Account
Sign in
Best Investors
Account
Sign in
Kansas City, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-07-28 |
| MO | RA | APPROVED | 2018-10-23 |
Branch Locations
Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-07 |
| MO | RA | APPROVED | 2021-01-05 |
Branch Locations
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prairie Capital Mgt | Kansas City | MO | 11/2012 | 11/2018 |
| Hill-Top Financial Planning | Kansas City | MO | 08/2018 | Present |
| Umb Financial Services, Inc. | Kansas City | MO | 06/2015 | 08/2018 |
| Smartpath Advisors, Llc | Atlanta | GA | 11/2020 | Present |
Name of the other business: Hill-Top Financial Planning, LLC Investment-related: Yes Address of the other business: 9016 N Manning Ave., Kansas City, MO 64157 Nature of the other business: Hill-Top Financial Planning, LLC is a financial planning and investment management firm Position/title: CEO and CCO Start date: August 2018 Approximate number of hours per month: 120 Approximate number of hours per month during securities trading hours: 120 Duties: Providing financial planning and investment management services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-26 |
Reach out to this advisor