Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-31 |
| MO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
11200 Nall Avenue, Overland Park, KS 66211-1233 • United States
Kansas City, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Shawnee Mission | KS | 09/2008 | 09/2021 |
| Ivy Funds Distributor Inc | Overland Park | KS | 08/2011 | 02/2020 |
| Lpl Financial, Llc | Overland Park | KS | 07/2021 | 06/2022 |
| Fidelity Investments | Overland Park | KS | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-18 |
Reach out to this advisor