Best Investors
Account
Sign in
Best Investors
Account
Sign in
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-02-24 |
| MO | RA | APPROVED | 2023-11-04 |
Branch Locations
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
211A Nw Executive Way, Lees Summit, MO 64063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Wealth Management, Llc | Lees Summit | MO | 07/2023 | 04/2025 |
| Kansas State University | Manhattan | KS | 08/2019 | 05/2023 |
| Unemployed | Kansas City | MO | 07/2013 | 07/2019 |
| Modern Wealth Management, Llc | Lenexa | KS | 04/2025 | Present |
1) Kingsbury BDC Financial Services, Inc. Investment Related. Passive Shareholder. 117 East Third Street, Ponca, NE 68770. Holding company with 100% ownership in Bank of Dixon County, a small local bank in Nebraska. Shareholder. 12/31/2023. Very small ownership portion gifted by parents and aunt after grandmother's passing in 2023. Not employed by the holding company or the bank. Income received only in the form of dividends. 0 hours devoted during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-04 |
Reach out to this advisor