Best Investors
Account
Sign in
3013 Main Street, Kansas City, MO 64108-3323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-11-26 |
Branch Locations
3013 Main Street, Kansas City, MO 64108-3323 • 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 |
|---|---|---|---|---|
| Td Ameritrade | Tampa | FL | 11/2015 | 05/2024 |
| Charles Schwab And Co., Inc. | Tampa | FL | 01/2022 | 11/2024 |
| Unemployed | Tampa | FL | 11/2024 | 02/2025 |
| Dale's Solo Investors Podcast, Llc | Kansas City | MO | 02/2025 | 11/2025 |
| Buttonwood Financial Group, Llc | Kansas City | MO | 11/2025 | Present |
Rental property Owner duties consist of hiring property managers to manage the condo unit. The business is not investment-related. The address is located at 402 S. Armenia Ave unit 134, Tampa FL 33609. The nature of the other business is property rental. Starting date: purchased 04/2018. Approximately spending one hour a month which is not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-20 |
Reach out to this advisor