Best Investors
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Account
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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-10 |
| TX | RA | APPROVED | 2023-01-02 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
135 Durbin Station Court Suite 504, St. Johns, FL 32259 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tasa | St. Augustine Beach, Fl | FL | 05/2014 | 12/2016 |
| Lpl Financial, Llc | Saint Augustine | FL | 01/2017 | 05/2019 |
| Independent Financial Partners | Saint Augustine | FL | 04/2017 | 01/2023 |
| Ifp Securities, Llc | St Augustine | FL | 05/2019 | 01/2023 |
| Onedigital Investment Advisers, Llc | Overland Park | KS | 12/2022 | Present |
1) REAL ESTATE RENTAL PROPERTY; NOT INVESTMENT RELATED; ST. AUGUSTINE, FL 32080; 1% OWNER; MARCH '17; RENTAL PROPERTY; 1 HOUR/MONTH DEVOTED; 0 HOURS DURING TRADING; COLLECT MONTHLY RENT AND MANAGE PROPERTY __|__ 2) FIXED INSURANCE SALES AND SERVICE; INVESTMENT RELATED; 135 DURBIN STATION COURT, SUITE 504, ST. JOHNS, FL, USA, 32259; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS; AGENT; MARCH '17 4 HRS/MONTH; 1 HR DURING TRADING; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-14 |
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