Best Investors
Account
Sign in
Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-07-10 |
| KS | RA | APPROVED | 2024-08-19 |
| TX | RA | APPROVED_RES | 2024-08-19 |
Branch Locations
4000 West 114Th St., Suite 150, Leawood, KS 66211 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Kansas City | MO | 06/1995 | 06/2021 |
| Sanctuary Securities, Inc. | Leawood | KS | 06/2021 | 08/2024 |
| Sanctuary Advisors, Llc | Leawood | KS | 06/2021 | 08/2024 |
| Baird | Kansas City | MO | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-28 |
Reach out to this advisor