Best Investors
Account
Sign in
Best Investors
Account
Sign in
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-15 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
1819 Main Street Suite 106, Sarasota, FL 34236 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Sarasota | FL | 08/2008 | 09/2016 |
| International Assets Advisory, Llc | Sarasota | FL | 09/2016 | 09/2017 |
| Great Lakes Atlantic Wealth Management And Advisory Partners | Charlotte | NC | 09/2016 | 03/2018 |
| Generations Wealth Planning | Sarasota | FL | 09/2016 | 12/2021 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-23 |
Reach out to this advisor