Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-08-12
MO RA APPROVED 2026-08-12
  • KS RA
    APPROVED
    Since 2026-08-12
  • MO RA
    APPROVED
    Since 2026-08-12

Branch Locations

11200 Nall Avenue, Overland Park, KS 66211-1233 • United States

Grandview, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Artists In Christian Testimony Grandview MO 12/2024 09/2025
College Station House Of Prayer College Station TX 09/2014 06/2018
Oneeleven Global Kansas City MO 07/2018 12/2024
Charles Schwab Leawood KS 09/2025 03/2026
Fidelity Investments Overland Park KS 03/2026 Present
  • 12/2024 → 09/2025
    Artists In Christian Testimony
    Grandview, MO
  • 09/2014 → 06/2018
    College Station House Of Prayer
    College Station, TX
  • 07/2018 → 12/2024
    Oneeleven Global
    Kansas City, MO
  • 09/2025 → 03/2026
    Charles Schwab
    Leawood, KS
  • 03/2026 → Present
    Fidelity Investments
    Overland Park, KS
Other Businesses

OBA-128157|OrgNmn:Self Employed Media|Org Addr:Grandview,Missouri,US|OBA Nature:media - in the past I've done |Invst Rel:N|Title:Sole Proprietor|Duties:nothing currently|StrtDt:11-02-15|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-24
  • S66 Uniform Combined State Law Examination
    2026-07-24

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor