Best Investors
Account
Sign in
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2025-12-11 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of New York Mellon | Boston | MA | 11/2017 | 10/2023 |
| Quantech Services Inc | Lexington | MA | 06/2017 | 10/2017 |
| Student | Providence | RI | 09/2013 | 06/2017 |
| Sandy Cove Advisors | Hingham | MA | 10/2023 | 10/2024 |
| Sageview Advisory Group, Llc | Newport Beach | CA | 11/2024 | 12/2025 |
| Creative Planning, Llc | Boston | MA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-04 |
Reach out to this advisor