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_RES | 2026-03-25 |
| KS | RA | APPROVED | 2022-01-24 |
Branch Locations
10801 Mastin Street Suite 370, Overland Park, KS 66210 • United States
Olathe, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2013 | 01/2022 |
| Trinity Planning Group, Llc | Overland Park | KS | 05/2013 | 01/2022 |
| Commonwealth Financial Network | Waltham | MA | 01/2022 | Present |
| Infinitas | Overland Park | KS | 01/2022 | Present |
1. Fixed insurance sales, as of 06/01/2013, 1% of time spent during business hours, Investment related. Conducted at branch. 2. Owner, Infinitas Retirement Plan Solutions, LLC, a private entity established to facilitate qualified plan business; as of 03/15/2021; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, Infinitas Planning Group LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 7/01/2026; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-12 |
Reach out to this advisor