Best Investors
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Best Investors
Account
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95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-12-01 |
Branch Locations
10881 Lowell Avenue Suite 230, Overland Park, KS 66210 • United States
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-12-01 |
Branch Locations
10881 Lowell Avenue , Ste 230 Overland Park Ks 662 Suite 230, Overland Park, KS 66210 • United States
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbiz | Kansas City | MO | 11/2023 | 11/2025 |
| Paychex | Overland Park | KS | 10/2021 | 10/2023 |
| Yellow | Leawood | KS | 09/2020 | 10/2021 |
| Ss&C Technologies | Kansas City | MO | 06/2018 | 09/2020 |
| State Street | Kansas City | MO | 06/2017 | 08/2017 |
| Kansas State | Manhattan | KS | 08/2013 | 05/2018 |
| Usi Consulting Group | Glastonbury | CT | 11/2025 | Present |
| Usi Securities | Glastonbury | CT | 11/2025 | Present |
| Usi Advisors | Glastonbury | CT | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-19 |
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