Best Investors
Account
Sign in
Best Investors
Account
Sign in
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-12 |
Branch Locations
240 S. Pineapple Ave. Ste. 601, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Baltimore | MD | 10/2013 | 03/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Baltimore | MD | 10/2013 | 03/2018 |
| T Rowe Price | Owings Mills | MD | 03/2018 | 10/2021 |
| Lpl Financial, Llc | Altoona | WI | 11/2021 | 03/2022 |
| Great Valley Advisor Group, Inc | Altoona | WI | 10/2021 | 03/2022 |
| Mariner Wealth Advisors | Eau Claire | WI | 03/2022 | Present |
4/2018 - Real Estate Rental - Christopher Schwartz - Investment Related - 3025 Raking Leaf Dr Abingdon, MD 21009-2648 Harford County; 6204 Yellow Dawn Ct Columbia, MD 21045-2571 Howard County; rental start date 5/1/22 5659 Green Park Drive, Eau Claire, WI 54703
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-09 |
Reach out to this advisor