Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-06-26 |
| KS | RA | APPROVED | 2008-11-13 |
| MO | RA | APPROVED | 2008-11-07 |
| TX | RA | APPROVED | 2008-11-07 |
Branch Locations
4001 W. 114Th St Suite 200, Leawood, KS 66211-2604 • United States
6815 Poplar Avenue Suite 210, Germantown, TN 38138 • United States
Belton, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets | Leawood | KS | 11/2008 | Present |
| City National Bank | Leawood | KS | 01/2020 | 01/2025 |
1) KIMBALL EDUCATION FOUNDATION; ADDRESS: 12702 W 131ST STREET OVERLAND PARK, KS 66213; BUSINESS DESCRIPTION: 501(C)3; NOT INVESTMENT RELATED; START DATE: 05/01/2012; CAPACITY: BOARD OF DIRECTORS; DUTIES: HELP DECIDE WHO RECEIVES THE FUNDS AVAILABLE FOR SCHOLARSHIPS; HOURS DEVOTED PER WEEK: .50; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 0 2) NAME OF ENTITY: Perpetuity Property Management LLC ADDRESS: 16001 Argyle Dr, Loch Lloyd, MO, 64012 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE:16/05/2025 CAPACITY:Real Estate DUTIES: LLC formed for management of rental property HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-05 |
Reach out to this advisor