Best Investors
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Best Investors
Account
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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-30 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
3623 N. Elm Street Suite 102, Greensboro, NC 27455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lakeside Park | KY | 11/2019 | 11/2020 |
| Summit Hills Country Club | Crestview Hills | KY | 04/2016 | 11/2019 |
| Bank Of America, N.A | Lakeside Park | KY | 12/2019 | 11/2020 |
| Principal Life Insurance Co | Charlotte | NC | 11/2020 | 01/2024 |
| Principal Securities Inc | Charlotte | NC | 12/2020 | 01/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2024 | Present |
Charlotte Christian School POSITION: Middle School Golf Coach NATURE: Golf Coach INVESTMENT RELATED: No NUMBER OF HOURS: 4-6 hours per week SECURITIES TRADING HOURS: 0 START DATE: 1/2024 ADDRESS: 7301 Sardis Rd, Charlotte, NC 28270, United States DESCRIPTION: Middle school golf coach through 4/23/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-14 |
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