Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-06-10 |
Branch Locations
1150 Ne Douglas St, Lees Summit, MO 64086-4602 • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Lees Summit | MO | 06/2026 | Present |
| Bok Financial Securities, Inc. | Kansas City | MO | 03/2015 | 12/2021 |
| Ae Wealth Management Llc | Topeka | KS | 01/2022 | 03/2022 |
| Retirement Solutions Group | Overland Park | KS | 12/2021 | 03/2022 |
| The Prudential Insurance Company Of America | Overland Park | KS | 03/2024 | 11/2024 |
| Pruco Securities Llc. | Overland Park | KS | 03/2024 | 11/2024 |
| Community Bank Of Pleasant Hill Dba First Trust Of Mid America | St. Joseph | MO | 10/2022 | 10/2023 |
| United Parcel Service | Kansas City | MO | 01/2017 | Present |
| Lpl Enterprise, Llc | St. Louis | MO | 11/2024 | 12/2024 |
| Allstate Insurance Company | Overland Park | KS | 12/2024 | 12/2024 |
| Allstate Financial Advisors, Llc | Lincoln | NE | 01/2025 | 06/2026 |
| Allstate Insurance Co | Northbrook | IL | 01/2025 | 06/2026 |
| Allstate Financial Services, Llc | Lincoln | NE | 12/2024 | 06/2026 |
Outside Employment; United Parcel Service; Part-time union employee.; United Parcel Service; 594 NW Mexico City Ave., , Kansas City, MO, 64153; Not Investment-Related; 01/03/2017; 40 to 59 hours per month; 0 during trading hours / Southern Bank; Assisting clients and prospects with their investments.; Manage advisory business; 1150 NE Douglas St., , Lee's Summit, MO, 64086; Investment-Related; 06/01/2026; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-08 |
Reach out to this advisor