Best Investors Account Sign in
Current Employers
Tortoise Capital Advisors, L.L.C.

5901 College Boulevard Suite 400, Overland Park, KS 66211-1861 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-12-08
PA RA APPROVED 2025-12-08
  • KS RA
    APPROVED
    Since 2025-12-08
  • PA RA
    APPROVED
    Since 2025-12-08

Branch Locations

5901 College Boulevard Suite 400, Overland Park, KS 66211-1861 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Delaware Distributors, L.P. Philadelphia PA 01/2011 01/2023
Alps Distributors, Inc. Denver CO 04/2023 02/2024
Axs Investments Llc Port Chester NY 04/2023 01/2024
Pine Distrbutors Llc Denver CO 04/2025 Present
Tortoise Capital Advisors, L.L.C. Overland Park KS 09/2024 Present
Investments And Wealth Institute Greenwood Village CO 04/2024 09/2024
Unemployed Denver CO 02/2024 03/2024
  • 01/2011 → 01/2023
    Delaware Distributors, L.P.
    Philadelphia, PA
  • 04/2023 → 02/2024
    Alps Distributors, Inc.
    Denver, CO
  • 04/2023 → 01/2024
    Axs Investments Llc
    Port Chester, NY
  • 04/2025 → Present
    Pine Distrbutors Llc
    Denver, CO
  • 09/2024 → Present
    Overland Park, KS
  • 04/2024 → 09/2024
    Investments And Wealth Institute
    Greenwood Village, CO
  • 02/2024 → 03/2024
    Unemployed
    Denver, CO
Previous Registrations
Other Businesses

1) TORTOISE CAPITAL ADVISORS, LLC; 5901 COLLEGE BOULEVARD, SUITE 400, OVERLAND PARK, KS 66211; INVESTMENT RELATED; CHIEF REVENUE OFFICER; 40 HRS A WEEK ALL DURING SECURITIES HOURS. 2) FLX NETWORKS; 2 MORRISTOWN ROAD, BERNARDSVILLE, NJ 07924; NON-INVESTMENT RELATED; START DATE 01/02/2023; SERVES ON ADVISORY BOARD AND PROVIDES STRATEGIC GUIDANCE; 2HRS/MONTH WITH 0 DURING TRADING HOURS. 3) Tax-Free Fixed Income Fund II for Puerto Rico Residents, Inc.; SAN JUAN, PR; Non-Investment Related; Start Date 7/10/26; Fund Chief Compliance Officer; 10 hours per month with 10 during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-07-02
S63 Uniform Securities Agent State Law Examination 1993-06-22
  • S65 Uniform Investment Adviser Law Examination
    1993-07-02
  • S63 Uniform Securities Agent State Law Examination
    1993-06-22
Other Names
  • Brett D Wright

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor