Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-20 |
| KS | RA | APPROVED | 2021-12-02 |
Branch Locations
4400 College Boulevard Suite 195, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Overland Park | KS | 03/2015 | 11/2018 |
| Royal Alliance Associates, Inc. | Overland Park | KS | 11/2018 | 12/2019 |
| The Ranch House Senior Living Community | Garden City | KS | 01/2020 | 04/2022 |
| Osaic Wealth, Inc. | Grand Rapids | MI | 11/2021 | Present |
1) VANTAGEPOINTE FINANCIAL GROUP POSITION: Agent NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 5 START DATE: 03/28/2022 ADDRESS: 4400 College Blvd., Suite 195, Overland Park KS 66211, United States DESCRIPTION: Sales/Marketing of Fixed Annuities and Non-Variable Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-17 |
Reach out to this advisor