Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-11-12 |
| MO | RA | APPROVED | 2018-09-24 |
Branch Locations
Lake Quivira, KS • United States
1200 Main St, Kansas City, MO 64105 • United States
1 Cowboys Way, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kansas City | MO | 12/2011 | Present |
| University Of Missouri - Kansas City | Kansas City | MO | 08/2016 | 12/2016 |
I*795250 Entity Type: Charitable Name: Harvesters - The Community Food Network Investment related: No Address: Kansas City, MO, 64129 Position: Fundraising committee member Start date of relationship: 5/1/2022 hrs devoted: 1 hr Mthly hrs devoted during trading hrs: 0 Duties: My responsibility is to Chair the Resource Development Committee and represent and support our board and volunteers with the fundraising staff. I*132211 Entity Type: Charitable Name: Harvesters-Community Food Network Investment related: No Address: Kansas City, MO 64129 Position: Director, Start date: 7/13/2020 hours devoted: 2 hours Mthly hours devoted during trading hours: 0 Duties: Harvesters is a regional food bank serving 26 counties in northwestern Missouri and northeastern Kansas. Harvesters provides food and related household products to more than 760 nonprofit agencies including emergency food pantries and food kitchens I*896254For profit or not for profit: Entity Charitable Name of outside business organization: The First Tee Greater Kansas City Investment related: No Address of business: Prairie Village, Kansas, 66207 Position, title, association: Board Member I*937234 / I*405130 Entity Charitable Name of outside business organization: Harvesters Community Food Network Invest related: No Address of business: Kansas City, MO, Position: Compensation committee Start date of relationship: 7/1/2022 Number of hours devoted: 6 hrs Yearly Duties: Provide guidance along with additional committee members to oversee executive compensation. Became Officer (Secretary of the Board) on 07/01/2024 I*1649259For profit or not for profit: Name: Revocable Trust Investment related: no Address of business: Cheyenne, WY Nature of business: Position: Successor Trustee Start date of relationship: 01/02/2024 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: I*1791258Entity Type: School Name of OBA: The Arthur Mag Graduate Fellowship Address: Kansas City, MO Investment Related: No Position: Committee Start Date:04/29/2024 No Hrs: 5 Yearly No Hrs during trading:5 Duties: Serve on Selection Committee for Fellowship grants - The Arthur Mag Graduate Fellowship is awarded to an outstanding graduate student or an exceptional Interdisciplinary Ph.D. student I*:2259320 Entity Type: CharitableName: J. L. and E. C. L. FoundationAddress: Kansas City, MO 64105Investment Related: NoPosition: Board member Employee Start Date: 06/05/2025Number of Hours: 2 hrs mthlyNumber of Hours during trading: 2 hrs mthly Duties: Grant making, join 12 other board members in reviewing and decisioning grant requests I*2650261, Entity Type: Entity Charitable, Name: Lake Quivira Foundation, Address: Lake Quivira, Kansas, 66217, Investment Related: N, Position: Board Member, Employee State Date: 08/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Serve with other Board Members to carry out the mission of the Foundation, general fundraising, governance, grant making. Lake Quivira Foundation's mission is to provide Quivirans philanthropic opportunities that help ensure the beauty and amenities of the community are enhanced for future generations. I*2776263, Entity Type: Entity Charitable, Name of OBA: Harvesters Community Food Network - Chair Exec Search Comm., Address: Kansas City, Missouri, 64129, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 09/02/202, No Hours: 4 Monthly, No Hours during Trading: 2 Monthly, Duties: Organize and coordinate committee to to hire a new CEO. Community Food Bank
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-26 |
Reach out to this advisor