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 | 2026-05-11 |
| TX | RA | APPROVED | 2026-05-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Bank | Kansas City | MO | 01/1989 | 05/2026 |
| Umb Financial Services Inc | Kansas City | MO | 02/1991 | 05/2026 |
| Umb Insurance Inc | Kansas City | MO | 12/1993 | 05/2026 |
| Raymond James Financial Services, Inc. | Kansas City | MO | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Kansas City | MO | 05/2026 | Present |
(1)Name of Business: First Investments and Planning Address: 1 Ward Parkway, Kansas City , MO, 64112-2169, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/11/2026 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: FNBO Address: 1 Ward Parkway, Kansas City, MO, 64112-2169, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 05/11/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-30 |
Reach out to this advisor