Best Investors
Account
Sign in
13095 South Mur-Len Road Suite 100, Olathe, KS 66062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-08-08 |
Branch Locations
920 N Tyler Rd Suite 104, Wichita, KS 67212 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Financial Resources | Hutchinson | KS | 06/2015 | Present |
| Securities America, Inc. | Hutchinson | KS | 06/2018 | 03/2024 |
| Lpl Financial Llc | Wichita | KS | 03/2024 | Present |
| Ameritime, Llc | Wichita | KS | 08/2025 | Present |
1) 02/27/2024 - Compass Financial Resources - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 02/27/2024 - Financial Markets, Inc - Non-Variable Insurance - Selling: Term, Whole Life, Fixed Annuities, Long Term Care - KS 66062 - Investment related - 0-5 Hours per month - Start date: 06/01/2015. 3) 05/02/2024 - Ameritime LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Registered Admin - Started: 3/7/2024 - 160 Hrs/mo During Trading - I provide administrative support to Ameritime, LLC, an independent investment advisor firm. I started this business activity in 03/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 03/07/2024 - LPL Financial LLC - Inv Related - Olathe/Hutchinson, KS - Securities Broker-Dealer Firm - Registered Representative - Start: 03/07/2024 - 160 hours/per month during securities trading hours; Purchase and sell securities for clients' accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-13 |
Reach out to this advisor