Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| KS | RA | APPROVED | 2006-12-15 |
Branch Locations
10801 Mastin Street Suite 370, Overland Park, KS 66210 • United States
901 Kentucky Street Suite 204, Lawrence, KS 66044 • United States
Overland Parks, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 12/2006 | Present |
| Bd Gwm, Inc | Overland Park | KS | 01/2014 | Present |
1. Infinitas Coordinated Wealth Counsel, as insurance agent selling fixed insurance products, as of 11/2003, spends 15% of time during market hours, conducted at branch, investment related. 2. BD GWM, INC., owner of private entity created as operating company for securities, investment advisory, and insurance business, as of 02/04/2013, spends 100% of time during market hours, conducted at branch, investment related. 3. Co-owner, WCBD, LLC; Private company used to facilitate securities and advisory business; as of 04/01/2021; 100% time spent during business hours; conducted at branch location; Investment related. 4. Co-Owner, Deaver and Schier Lakehouse, LLC; an entity created for the purpose of managing residential real estate in Barnett, Missouri, as of 08/12/2024; 0% time spent during business hours; Not Conducted at branch; Investment related. 5. Co-owner, BDSD Gramercy, LLC, an entity created for the purpose of buying and renting residential real estate in Overland Park, KS, as of 01/17/2026; 0% of time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-27 |
Reach out to this advisor