Best Investors
Account
Sign in
Best Investors
Account
Sign in
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-08 |
| NC | RA | APPROVED | 2019-01-07 |
| KS | RA | APPROVED | 2016-11-30 |
Branch Locations
10950 Grandview Drive Suite 500, Overland Park, KS 66210 • United States
4700 Falls Of Neuse Rd Suite 275, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs Advisors, Llc | Overland Park | KS | 01/2016 | 11/2016 |
| Financial Engines Advisors L.L.C. | Overland Park | KS | 11/2016 | 10/2025 |
| Edelman Financial Engines | Santa Clara | CA | 10/2025 | Present |
1) Heritage Middle School PTA; INVESTMENT RELATED: No; ADDRESS: 3400 Rogers Rd, Wake Forest, NC 27587; NATURE: PTA; POSITION: Treasurer; START DATE: 07/01/2026; NUMBER OF HOURS/MONTH: 05 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Primary responsibilities include handling deposits and reimbursements, financial reporting and record-keeping.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-27 |
Reach out to this advisor