Best Investors
Account
Sign in
Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-02-05 |
Branch Locations
7500 College Blvd Suite 1212, Overland Park, KS 66210 • 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 | 04/2017 | 08/2022 |
| Shamrock Trading Company | Overland Park | KS | 06/2014 | 03/2017 |
| Bank Of America, N.A. | Kansas City | MO | 04/2017 | 08/2022 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 12/2025 | Present |
| Meritage Portfolio Management | Overland Park | KS | 08/2022 | 12/2025 |
Name: Philip Cole Address: https://substack.com/@philipmcole Not Investment Related Nature: personal Substack site for general financial education topics Position/Title: Self Start: 11/25/2025 Hours/Month: 10 Hours during Market Hours: 0 Duties: author posts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-25 |
Reach out to this advisor