Best Investors
Account
Sign in
Best Investors
Account
Sign in
1900 Shawnee Mission Parkway Suite 315, Mission Woods, KS 66205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-04-07 |
| KS | RA | APPROVED | 2025-04-07 |
Branch Locations
1900 Shawnee Mission Parkway Suite 315, Mission Woods, KS 66205 • United States
Portsmouth, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Shawnee Mission | KS | 09/2011 | 08/2020 |
| Ivy Distributors, Inc | Shawnee Mission | KS | 09/2011 | 08/2021 |
| Delaware Distibutors, L.P. | Philadelphia | PA | 05/2021 | 12/2024 |
| Macquarie Investment Management | Philadelphia | PA | 05/2021 | 11/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2024 | 03/2025 |
| Palmer Square Capital Management, Llc | Portsmouth | NH | 03/2025 | Present |
| Foreside Fund Services, Llc | Portsmouth | NH | 04/2025 | Present |
| Ae Financial Services, Llc | Topeka | KS | 01/2025 | 03/2025 |
1). Palmer Square Capital Management, LLC; Investment Related; Portsmouth, NH; Investment Firm; Vice President; Start Date 3/17/2025; 160 Hrs Per Month; Wholesaler for private funds, ETFs, Interval Funds, Mutual Funds. 2). City of Portsmouth; Not Investment Related; Portsmouth, NH; Public Office; Police Commissioner-Elected; Administrative role that approves internal department promotions, submits budget recommendations to the City Council; Start: 1/1/2026; 1 Hour Per Month and 0 During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-23 |
Reach out to this advisor