Best Investors
Account
Sign in
Best Investors
Account
Sign in
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-12 |
| MN | RA | APPROVED | 2025-12-11 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Edina | MN | 09/2016 | 01/2017 |
| Rbc Capital Markets, Llc | Edina | MN | 01/2017 | 11/2019 |
| Sageview Advisory Group | Wayzata | MN | 11/2019 | 12/2025 |
| Cetera Advisor Networks | El Segundo | CA | 01/2020 | 07/2022 |
| Rental | St. Cloud | MN | 06/2006 | 11/2022 |
| Creative Planning, Lllc | Wayzata | MN | 12/2025 | Present |
NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-29 |
Reach out to this advisor