Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-31 |
| MO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
11200 Nall Avenue, Overland Park, KS 66211-1233 • United States
Kansas City, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Kansas City | MO | 02/2006 | 01/2018 |
| Td Ameritrade, Inc. | Lees Summit | MO | 01/2018 | 09/2019 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 01/2018 | 09/2019 |
| Copper Financial Network Llc | Lenexa | KS | 11/2019 | 10/2021 |
| Two West Capital Advisors Llc | Overland Park | KS | 10/2021 | 02/2022 |
| Fidelity Investments | Overland Park | KS | 02/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-04 |
Reach out to this advisor