Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
3828 S Fremont Ave, Springfield, MO 65804 • United States
440 E Mt Vernon Blvd, Mount Vernon, MO 65712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed | Springfield | MO | 08/2014 | 07/2017 |
| Waddell & Reed, Inc. | Springfield | MO | 07/2017 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Springfield | MO | 07/2017 | 07/2021 |
| Eric Kurth | Springfield | MO | 07/2017 | 07/2021 |
| Bryan Bowles | Mount Vernon | MO | 06/2020 | 07/2021 |
| Waddell And Reed | Springfield | MO | 08/2014 | 07/2017 |
| Lpl Financial Llc | Springfield | MO | 07/2021 | Present |
1. 02/23/2024 - KFB, LLC - Non-Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/01/2023 - 1 Hour Per Month/1 Hour During Securities Trading. 2. 06/17/2025 - KFB Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:06/02/2025 - 100 Hrs/Mth - 6 Hrs During Trading. 3. 11/21/2025 - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 25 hours per month/ 3 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-18 |
Reach out to this advisor