Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-06-24 |
| TX | RA | APPROVED | 2026-06-17 |
| KS | RA | APPROVED | 2026-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Kansas City | MO | 01/2026 | Present |
| Cerner | Kansas City | MO | 01/2015 | 11/2018 |
| Country Club Trust Company | Kansas City | MO | 11/2018 | Present |
(1)Name of Business: First Investments and Planning Address: 1 Ward Pkwy, Kansas City, MO, 64112-2169, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: First National Bank of Omaha Address: 1 Ward Pkwy, Kansas City, MO, 64112-2169, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-04 |
Reach out to this advisor