Best Investors
Account
Sign in
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2019-05-24 |
Branch Locations
165 North Meramec Ave. Suite 430, Clayton, MO 63105 • United States
9140 W Dodge Road Suite 230, Omaha, NE 68114 • 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Ladue | MO | 11/1993 | 04/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 04/2019 |
| Mutual Securities, Inc. | Camarillo | CA | 05/2019 | 07/2022 |
| Mutual Advisors, Llc. | Omaha | NE | 05/2019 | Present |
1. Boland Place Farms, LLC., Start Date: 11/01/2004, 21 Faulkner Dr., Unit 31C, St. Charles, MO 63303, LLC, Farming, Owner, Farming, Not Investment Related, 5 hours per month, 0 hours per day during trading hours. 2. Independent Insurance Agent, Start Date: 09/01/2019, 165 North Meramec Ave., Suite 430, Clayton, MO 63105, Sole-proprietor, Agent, Insurance Sales, Sales of general insurance, life insurance, long term care, disability and health, Not Investment Related, 0-4 hours per month, 0-4 hours per day during trading hours. 3. Hawthorne Capital Wealth Advisors, LLC., Start Date: 10/07/2022, 165 North Meramec Ave., Suite 430, Clayton, MO 63105, LLC, Renting office space and sharing office expenses, Member, Renting office space and sharing office expenses, Not Investment Related, 1 Hour per month, less than 1 Hour per day during trading hours. 4. Door Dash, Start Date: 04/01/2023, 21 Faulkner Dr., Unit 31C, St. Charles, MO 63303, Delivery, Delivery Driver, Deliver Food, Not Investment Related, 20 Hours per month, 0 Hours per day during trading hours. 5. Delivery Service (Instacart, Grubhub, Ubereats, etc.), Start Date: 12/20/2023, 21 Faulkner Dr., Unit 31C, St. Charles, MO 63303, Individual, Delivery Services (ie DoorDash, Instacart, Grubhub, Ubereats, Uber, etc.), Self Employed Individual, Delivery services, I already have DoorDash as an approved OBA, I want to add other apps I can use when DoorDash is slow, I plan on 20 to 30 hours per week on delivery services (NOT 20 to 30 hours per app), Not Investment Related, 80 Hours per month, 0 Hours per day during trading hours. 6. Boland Place Investment Management, LLC., Start Date: 06/17/2026, 21 Faulkner Dr., Unit 31C, St. Charles, MO 63303, LLC, Pass through entity, Owner, Pass through entity, Investment Related, 160 Hours per month, 8 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-15 |
Reach out to this advisor