Best Investors
Account
Sign in
Best Investors
Account
Sign in
5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Los Angeles Kings Hockey Club | Minneapolis | MN | 07/2018 | 08/2021 |
| Mariner Platform Solutions | Dubuque | IA | 04/2022 | Present |
| Intersect Wealth Advisors, Llc | Dubuque | IA | 04/2022 | Present |
| Los Angeles Kings Hockey Club | El Segundo | CA | 07/2016 | 07/2018 |
| Unemployed | Dubuque | IA | 09/2021 | 03/2022 |
1) INTERSECT WEALTH MANAGEMENT, LLC; DUBUQUE, IA; OWNER; OFFERING INVESTMENT ADVISORY SERVICES THROUGH MARINER PLATFORM SOLUTIONS; START DATE 04/2022; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS. 2) Flexsteel Industries, Inc; not investment related, Dubuque, IA, Class II independent director on the board, Start date: 12/11/2024, 8 hours per month, 8 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-23 |
Reach out to this advisor