Best Investors
Account
Sign in
2500 Summit Street #103, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-07-03 |
Branch Locations
2500 Summit Street #103, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Overland Park | KS | 07/2011 | 03/2017 |
| Mml Investor Services | Overland Park | KS | 07/2011 | 03/2017 |
| Premier Financial Partners | Kansas City | MO | 03/2017 | 06/2022 |
| Royal Alliance Associates | St Louis | MO | 03/2017 | 06/2023 |
| Craft & Sage Wealth | Kansas City | MO | 06/2023 | Present |
1) BRIAN GLOE - GROUP BENEFITS POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 08/02/2010 ADDRESS: 1535 Walnut #107, Kansas City MO 64108, United States DESCRIPTION: I provide group benefits such as group medical insurance services. I also provide life insurance services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-25 |
Reach out to this advisor