Best Investors
Account
Sign in
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
1450 Maria Lane Suite 400, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Investment Group, Llc | San Francisco | CA | 09/2015 | 02/2019 |
| Teros Advisors, Llc | Lafayette | CA | 02/2019 | 02/2020 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-31 |
Reach out to this advisor