Best Investors
Account
Sign in
2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-04 |
| SC | RA | APPROVED | 2019-06-03 |
Branch Locations
2015 Boundary St. Suite 223, Beaufort, SC 29902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 06/2019 | Present |
| Simply Stated Retirement Solutions | Beaufort | SC | 05/2019 | Present |
| Ptmw | Topeka | KS | 02/2018 | 04/2019 |
| General Electric | Greenville | SC | 03/2002 | 02/2018 |
1.) SIMPLY STATED RETIREMENT SOLUTIONS; YES INVESTMENT RELATED; 2015 Boundary St. Suite 223, Beaufort, SC 29902; INSURANCE SALES; FINANCIAL ADVISOR; START DATE 05/2019; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-27 |
Reach out to this advisor