Best Investors
Account
Sign in
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-04-30 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2016 | 08/2017 |
| Morgan Stanley | Reston | VA | 08/2016 | 08/2017 |
| Sbk Financial, Inc. | Richmond | VA | 08/2017 | 04/2020 |
| Sullivan, Bruyette, Speros & Blayney, Llc. | Mclean | VA | 04/2020 | 04/2021 |
| Creative Planning, Llc. | Overland Park | KS | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-12 |
Reach out to this advisor