Best Investors
Account
Sign in
Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-25 |
| MO | RA | APPROVED | 2024-06-20 |
Branch Locations
4000 West 114Th Street Suite 140, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services, Inc | Kansas City | MO | 09/2013 | 04/2019 |
| Ivy Distributors, Inc | Overland Park | KS | 05/2019 | 04/2021 |
| Waddell & Reed, Inc | Overland Park | KS | 04/2019 | 04/2021 |
| Massmutual Life Insurance Co | Overland Park | KS | 07/2021 | 05/2024 |
| Mml Investors Services, Llc | Overland Park | KS | 08/2021 | 05/2024 |
| Guardian Life Insurance Company | Saint Louis | MO | 05/2024 | 05/2024 |
| Park Avenue Securities | Saint Louis | MO | 05/2024 | 05/2024 |
| The Penn Mutual Life Insurance Company | Horsham | PA | 06/2024 | Present |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 06/2024 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 4000 W 114 TH ST, SUITE 140, LEAWOOD, KS 66211 | START DATE: 06/20/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 40 | APPROX TRADING HRS PER MTH: 40 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) INSURANCE | POSITION: Partner |DBA: Total Financial Partners | NATURE: Life Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/16/2025 | ADDRESS: 4000 w 114th st, ste 140, Leawood KS 66211 | DESCRIPTION: Life insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-15 |
Reach out to this advisor