Best Investors
Account
Sign in
5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Wealth Advisors Llc | Charlotte | NC | 10/2024 | 05/2025 |
| Tiaa | Charlotte | NC | 04/2008 | 11/2020 |
| Sabbatical/Career Break | Davidson | NC | 12/2020 | 09/2024 |
| Eclectic Wealth Management | Charlotte | NC | 09/2025 | Present |
| Mariner Platform Solutions | Overland Park | KS | 09/2025 | Present |
| Sabbatical/Career Break | Davidson | NC | 06/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-12 |
Reach out to this advisor