Best Investors
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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-12-20 |
Branch Locations
1525 East Franklin Street, Chapel Hill, NC 27514 • 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 |
|---|---|---|---|---|
| Team Wealth Investments | Chapel Hill | NC | 02/2019 | 06/2019 |
| Lfm Wealth Management | Chapel Hill | NC | 06/2019 | 12/2024 |
| Trillium Asset Management, Llc | Durham | NC | 07/2003 | 04/2018 |
| Advisory Services Network | Atlanta | GA | 06/2020 | 12/2024 |
| Homemaking | Creedmoor | NC | 05/2018 | 01/2019 |
| Modern Wealth Management, Llc | Lenexa | KS | 12/2024 | Present |
1. FIRST IN FAMILIES OF NORTH CAROLINA. NOT INVESTMENT RELATED; ADVISORY BOARD MEMBER; CHAPEL HILL, NORTH CAROLINA; START DATE: ; 0 HRS/MNTH DURING SECURITIES TRADING HOURS. 6 HRS/MNTH OUTSIDE OF SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-28 |
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