Best Investors
Account
Sign in
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-30 |
Branch Locations
713 Campus Square West, El Segundo, CA 90245 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Securities, Inc. | Camarillo | CA | 03/2015 | 06/2017 |
| Kaye Capital Management | El Segundo | CA | 03/2015 | 12/2025 |
| Modern Wealth Management, Llc | El Segundo | CA | 06/2025 | Present |
1. MODERN WEALTH INSURANCE SERVICES, LLC; INVESTMENT RELATED; 13550 W 95TH STREET, LENEXA, KS; INSURANCE SALES; POSITION/TITLE - PRODUCER; STATE DATE 7/1/2025; 1 HOUR PER WEEK DURING TRADING HOURS; DUTIES - INSURANCE SALES & CONSULTING; 2. KDWH PROPERTIES, LLC; NON-INVESTMENT RELATED; 713 CAMPUS SQUARE WEST, EL SEGUNDO, CA, USA, 90245; LLC FOR REAL ESTATE PURCHASE; POSITION/TITLE; MANAGING MEMBER, START DATE 10/27/21; 0 HOURS/MONTH, 0 DURING TRADING HOURS; DUTIES - OWNER OF OFFICE SPACE. 3. LOS ANGELES COUNTRY CLUB; INVESTMENT RELATED; 10101 WILSHIRE BLVD, LOSE ANGELES, CA 90024; NON-PROFIT GOLF CLUB; POSITION/TITLE - FINANCE & INVESTMENT COMMITTEE MEMBER; START DATE: 9/2020; 2 HOURS PER QUARTER; OVERSEE CLUB FINANCES & INVESTMENTS 4. ROSE NEVADA, INC.; NON-INVESTMENT RELATED; 1835 VILLAGE CENTER CIRCLE, LAS VEGAS, NV 89134; SINGLE FAMILY TRUST SERVICES; POSITION/TITLE - PRESIDENT/CEO; 10/2020; 1-2 HOURS PER MONTH DURING TRADING HOURS; TRUSTEE SERVICES. 5. MONLY, LLC; NON-INVESTMENT RELATED; 2828 COCHRAN #367, SIMI VALLEY, CA 93065; WINE & LIQUOR CLUB; POSITION/TITLE - MANAGING MEMBER/ WIFE'S BUSINESS; 12/2021; 1 HOUR PER MONTH, NOT DURING TRADING; OVERSEE FINANCES 6. BASEBALL FOR ALL; NON-INVESTMENT RELATED; 22 W GREEN ST 408, PASADENA, CA 91105; NON-PROFIT BASEBALL ASSOCIATION; POSITION/TITLE: BOARD MEMBER; 10/2020; 1-2 HOURS PER MONTH NOT DURING TRADING HOURS 7. CROHN'S & COLITIS FOUNDATION - ADVOCACY COMMITTEE; NON-INVESTMENT RELATED; NON-PROFIT HEALTH ORGANIZATION; POSITION/TITLE - ADVOCACY COMMITTEE MEMBER; START DATE: 06/01/25 ;/ 4 MEETINGS PER YEAR, 2 HOURS EACH, NOT DURING TRADING HOURS; DUTIES - ADVOCATE FOR IBD PATIENTS, CAREGIVERS, /AND PROVIDERS ON ACCESS TO MEDICALLY APPROPRIATE TREATMENTS 8. AMERICAN RETIREMENT ASSOCIATION; INVESTMENT RELATED; 4401 FAIRFAX DR #600, ARLINGTON, VA 22203; STEERING COMMITTEE FOR NATIONAL CONFERENCE; CONSULTANT; HELP WITH THE AMERICAN RETIREMENT ASSOCIATIONS NATIONAL CONFERENCE ON THEIR STEERING COMMITTEE (NAPA 401(K) SUMMIT). THE COMMITTEE'S RESPONSIBILITY IS TO HELP PLAN THE AGENDA FOR THE EVENT AND ENTERTAINMENT; START: 7/1/2026; 1-2 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-13 |
Reach out to this advisor