Best Investors
Account
Sign in
Best Investors
Account
Sign in
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-07-18 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
8716 W. 151St Street, Overland Park, KS 66221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Overland Park | KS | 06/2019 | 07/2022 |
| Kansas State University | Manhattan | KS | 06/2018 | 05/2019 |
| Northwestern Mutual | Leawood | KS | 05/2017 | 05/2018 |
| Unemployed/Student | Washington | IA | 08/2009 | 05/2017 |
| Advisory Services Network, Llc | Atlanta | GA | 07/2022 | Present |
1) Independent insurance agent: sale of insurance products, insurance licensed since 06/2017; time spent approximately 5 hrs per month, none during trading hours. Investment related activity. 2) FPA of Greater Kansas City: Serve as President Elect. The board is in charge of creating, scheduling, and coordinating events for the local members. Time spent approximately 6 hours per month, 3 hours during trading. Not investment related. 3) Kansas State University - Adjunct Professor for the Personal Financial Planning Program. Duties will include conducting lectures, grading coursework, monitoring exams, and providing student support. Time spent: 16 hours per month, none during trading hours. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-31 |
Reach out to this advisor