Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-03-09 |
Branch Locations
10333 E 21St St. N Suite 403, Wichita, KS 67206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance | Wichita | KS | 11/2020 | Present |
| Ark Valley K-Lawn | Newton | KS | 05/2014 | Present |
| Usd #373 | Newton | KS | 08/2008 | 06/2020 |
1. ARK VALLEY K-LAWN POSITION: Owner/Operator NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2014 ADDRESS: 601 Quail Creek Avenue, NEWTON KS 67114, United States DESCRIPTION: Lawn Maintenance 2. USD #373- NEWTON, KS POSITION: Assistant Track and Field Coach NATURE: Coaching Track and Field (shot put and discus) INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2010 ADDRESS: 308 E. 1st Street, Newton KS 67114, United States DESCRIPTION: Help kids in Track and Field to earn opportunities 3. VANTAGEPOINTE FINANCIAL GROUP POSITION: Investment Advisor Representative NATURE: Super OSJ INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/09/2021 ADDRESS: 10333 E. 21st St. N., Suite #403, Wichita KS 67206, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 4) EXECUTOR OF TRUST POSITION: Executor NATURE: My Aunt, Susan McKaig, who is a client has asked me to be the executor of her trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 601 Quail Creek Avenue, Newton KS 67114, United States DESCRIPTION: To act on behalf of the estate, which would be if it's a will, or on behalf of the trust if it's a trust document, to administer the assets, handle any claims, and then distribute the assets as those documents state.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-25 |
Reach out to this advisor