Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-08-08 |
| MO | RA | APPROVED | 2024-07-19 |
Branch Locations
Kansas City, MO • United States
4400 College Blvd, Ste 101, Overland Park, KS 66211 • United States
4700 Belleview Ave Ste 410, Kansas City, MO 64112 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| School | Columbia | MO | 01/2011 | 01/2020 |
| Woldwide Express | Overland Park | KS | 01/2020 | 07/2020 |
| Windfield Real Estate | Kansas City | MO | 07/2020 | 02/2021 |
| Uber | Kansas City | MO | 02/2021 | 05/2021 |
| New York Life Insurance Company | Overland Park | KS | 05/2021 | 01/2024 |
| Nylife Securities Llc | Overland Park | KS | 08/2022 | 01/2024 |
| Owlfi Ria Llc | Lenexa | KS | 01/2024 | 04/2024 |
| Lpl Financial Llc | Kansas City | MO | 06/2024 | Present |
1. 07/19/2024- BMG Advisors- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) - Start Date:06/12/2024 - 160 Hrs/Mth - 40 Hrs During Trading. 2. 07/19/2024- Tannin Wine bar and kitchen- Outside/W-2 Employment- MO 64108- Inv Rel - Start Date 05/01/2024 - 40 Hrs/Mth - Hrs During Trading. 3) 10/03/2025 - Other - Business Owner - Not Investment Related - Kansas City, MO - Start Date:09/30/2025 - 6 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-22 |
Reach out to this advisor