Best Investors
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Account
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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-28 |
Branch Locations
3411 Richmond Avenue Suite 750, Houston, TX 77046 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Houston | TX | 09/2010 | 06/2018 |
| John Hancock Distributors Llc | Englewood | CO | 10/2010 | 06/2018 |
| Mbg Retirement, Inc. | Houston | TX | 07/2018 | 07/2020 |
| Unemployed | Houston | TX | 07/2020 | 06/2022 |
| Zions Bancorporation, Na | Houston | TX | 06/2022 | 07/2024 |
| Lpl Financial | Houston | TX | 08/2022 | 07/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 05/2024 | Present |
Fixed insurance sales and service; investment related; Cypress, TX 77433; sales and service of non-variable insurance products; agent; 12/23/2024 1 hrs/month; 0 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
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