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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-09-16 |
| TX | RA | APPROVED | 2022-09-15 |
| WY | RA | APPROVED | 2022-09-15 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
300 Carnegie Center Drive Suite 240, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kb Financial Partners, Llc F/K/A Karr Barth Private Client Group | Princeton | NJ | 02/2000 | 12/2023 |
| M Holding Securities, Inc. | Portland | OR | 03/2012 | Present |
| Onedigital Investment Advisors Llc | Overland Park | KS | 09/2022 | Present |
THE MARIANO RIVERA FOUNDATION; 321 CHATTAHOOCHEE DRIVE BEAR, DE 19701; CHARITABLE FOUNDATION; NOT INVESTMENT RELATED; BOARD OF DIRECTORS; BOARD OF DIRECTOR ACTIVITIES; 11/09/2020; 5 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS. __|__ CAPTIVE PLANNING ASSOCIATES; FIVE GREENTREE CENTRE, 525 ROUTE 73 NORTH, SUITE 218 MARLTON, NJ 08053; REFERRALS; NOT INVESTMENT RELATED; REFERRING CLIENTS; 02/01/2017; 1 HOUR PER MONTH; 1 HOUR PER MONTH DURING TRADING HOURS. __|__ EASTRIDGE HOMEOWNERS ASSOCIATION; 610 W BROADWAY # 203, JACKSON WY 83001; HOMEOWNERS ASSOCIATION; NOT INVESTMENT RELATED; BOARD OF DIRECTORS; MAKE SURE ROADS ARE PLOWED; 02/01/2024; 2 HOURS PER MONTH; 2 HOURS PER MONTH DURING TRADING HOURS. __|__ KJAC PARTNERS, LLC DBA KBFINANCIAL PARTNERS; INVESTMENT RELATED; 300 CARNEGIE CENTER, SUITE 240, PRINCETON, NJ 08540; INSURANCE AGENT; 11/2019; 40 HRS/MONTH; 40 HRS/MONTH DURING SECURITIES TRADING HOURS; PROVIDE FIXED INSURANCE PRODUCTS TO CLIENTS OF ONEDIGITAL. __|__ ONEDIGITAL INVESTMENT ADVISORS LLC; INVESTMENT RELATED; 300 CARNEGIE CENTER, SUITE 240, PRINCETON, NJ 08540; INVESTMENT ADVISER REPRESENTATIVE; 8/2022; 60 HRS/MONTH; 60 HRS/MONTH DURING SECURITIES TRADING HOURS; PROVIDE INVESTMENT PRODUCTS OFFERED BY ONEDIGITAL TO CLIENTS. __|__ M HOLDINGS SECURITIES; INVESTMENT RELATED; 300 CARNEGIE CENTER, SUITE 240, PRINCETON, NJ 08540; REGISTERED REPRESENTATIVE; 3/2012; 60 HOURS/MONTH DEVOTED; 60 HOURS/MONTH DURING SECURITIES TRADING HOURS; M HOLDINGS SECURITIES ALLOWS US TO OFFER FIXED AND VARIABLE INSURANCE PRODUCTS TO CLIENTS OF ONEDIGITAL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-18 |
Reach out to this advisor