Best Investors
Account
Sign in
3919 S. Providence Road, Columbia, MO 65203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-05-12 |
| TX | RA | APPROVED | 2023-05-12 |
Branch Locations
3919 S. Providence Road, Columbia, MO 65203 • United States
4700 Belleview Ave Ste 201, Kansas City, MO 64112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hy-Vee | Independence | MO | 05/2014 | 05/2017 |
| Best Buy | Independence | MO | 05/2017 | 08/2018 |
| State Street Bank And Trust | Kansas City | MO | 08/2018 | 05/2019 |
| Alexander'S Renovations Llc | Kansas City | MO | 11/2018 | 02/2019 |
| Waddell & Reed | Independence | MO | 05/2019 | 07/2020 |
| Waddell & Reed | Independence | MO | 07/2020 | 07/2021 |
| Lpl Financial Llc | Blue Springs | MO | 07/2021 | Present |
| Convergence Financial, Llc | Columbia | MO | 05/2023 | Present |
1. 12/13/2021 - Apollo Strategic Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 12/06/2021 - 160 Hours Per Month/160 Hours During Securities Trading 2. 8/25/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 3/1/2021. 3. 5/22/2023 - Convergence Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/20/2021 - 40 Hours Per Month/40 Hours During Securities Trading 4. 02/25/2025- Joshua D Evans, LLC DBA Telos Strategic Wealth- DBA for LPL Business (entity for LPL business) - INV Related- At Reported Business Location(s)- Start date 01/31/2025- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-20 |
Reach out to this advisor