Best Investors
Account
Sign in
Best Investors
Account
Sign in
1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-21 |
| IL | RA | APPROVED | 2026-05-14 |
| IA | RA | APPROVED | 2026-05-13 |
| MO | RA | APPROVED | 2026-05-13 |
| MT | RA | APPROVED | 2026-05-12 |
| NM | RA | APPROVED | 2026-05-12 |
| MN | RA | APPROVED | 2026-05-11 |
| WI | RA | APPROVED | 2026-05-11 |
Branch Locations
1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
119 Junction, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| International Value Advisers, Llc | New York | NY | 03/2014 | 02/2017 |
| Iva Funds Distributors, Llc | New York | NY | 04/2014 | 02/2017 |
| Unemployed | Hoboken | NJ | 02/2017 | 09/2017 |
| Nationwide Investment Services Corporation | Louisville | KY | 09/2017 | 10/2018 |
| Bmo Harris Financial Advisors | Madison | WI | 07/2020 | 05/2022 |
| Bmo Private Bank | Madison | WI | 10/2018 | 05/2022 |
| Lpl Financial Llc | Fort Mill | SC | 03/2021 | 08/2024 |
| Wisconsin Bank & Trust | Madison | WI | 05/2022 | 02/2025 |
| Umb Bank N.A. | Kansas City | MO | 02/2025 | Present |
| Umb Private Wealth Management, Llc | Kansas City | MO | 05/2026 | Present |
1) CHN Holdings LLC -, investment related, 1103 Faulkner Ct, Mahwah NJ 07430, passive investments, Member, 11/01/2016, 0 hours per month during business hours; 0 hours per month during trading hours, No duties assigned at this time 2) UMB Bank, N.A. 1010 Grand Blvd - 3rd FL, Kansas City, MO 64106, investment related, Senior Vice President/Regional Market Director - PWM, (Start Date), 160 hours per month, 140 hours during trading; supervise wealth advisors throughout various regions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-23 |
Reach out to this advisor