Best Investors
Account
Sign in
Best Investors
Account
Sign in
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-29 |
| GA | RA | APPROVED | 2020-10-28 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
3630 Peachtree Road, Ne Suite 300, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truewealth, Llc (Fna Windham Brannon) | Atlanta | GA | 07/2014 | 09/2020 |
| Creative Planning, Inc. | Atlanta | GA | 10/2020 | Present |
1) Financial Planning Association of Georgia; Advisor to the Board - quarterly board meetings and assisting pro bono director; Not investment related; No compensation received; Start date 1/1/23; 1 hours per month/0 hours per month during trading. 2) The Foundation for Financial Planning; Washington, DC; not investment related; Board Trustee; No compensation received; start date 1.1.23; 2 hours per month/0 hours per month during trading; duties include Review grantees and providing support to pro bono financial planners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-08 |
Reach out to this advisor