Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunset Financial Services, Inc./Kansas City Life Ins Co | Kansas City | MO | 01/1998 | Present |
| Securities America Inc | Kansas City | MO | 11/2014 | 06/2024 |
| Securities America Advisors | Kansas City | MO | 11/2014 | 06/2024 |
| Osaic Wealth, Inc. | Kansas City | MO | 06/2024 | Present |
| Osaic Wealth, Inc. | Kansas City | MO | 06/2024 | Present |
1. KANSAS CITY LIFE INSURANCE COMPANY POSITION: COO of SFS NATURE: Chief Operations Officer of Sunset Financial Services (wholesale B/D) of Kansas City Life Insurance Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/17/1997 ADDRESS: 3520 Broadway, Kansas City MO 64068, United States DESCRIPTION: Oversee the operations of the wholesale B/D, Sunset Financial. 2. SUNSET FINANCIAL SERVICES, INC. POSITION: VP Chief Operating Officer NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/05/1998 ADDRESS: 3520 Broadway, Kansas City MO 64111, United States DESCRIPTION: Oversee the operations of the wholesale broker/dealer Sunset Financial Services, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-05 |
Reach out to this advisor