Best Investors
Account
Sign in
Best Investors
Account
Sign in
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-21 |
Branch Locations
200 Motor Parkway Ste A-7, Hauppauge, NY 11788 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Melville | NY | 06/2016 | 11/2020 |
| Nylife Securities Llc | Melville | NY | 07/2016 | 11/2020 |
| Eagle Strategies Llc | Melville | NY | 02/2020 | 11/2020 |
| Raymond James & Associates, Inc. | New York | NY | 11/2020 | 09/2021 |
| Morgan Stanley | Melville | NY | 10/2021 | 04/2025 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 04/2025 | Present |
| Osaic Wealth | Scottsdale | AZ | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-20 |
Reach out to this advisor