Best Investors
Account
Sign in
Best Investors
Account
Sign in
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-10-18 |
| TX | RA | APPROVED | 2024-10-18 |
Branch Locations
1405 W. Main Street, Boise, ID 83702 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Echelon Group | Boise | ID | 07/2017 | 07/2021 |
| Kms Financial Services, Inc | Seattle | WA | 08/2018 | 11/2020 |
| Davies Moore | Boise | ID | 06/2015 | 07/2017 |
| Boise Elementary Spanish | Boise | ID | 06/2016 | 06/2017 |
| Securities America, Inc. | Boise | ID | 11/2020 | 08/2021 |
| Arbor Point Advisors | Boise | ID | 11/2020 | 08/2021 |
| Unemployed | Boise | ID | 08/2022 | 03/2023 |
| Health2Business | Boise | ID | 07/2021 | 08/2022 |
| Petso Financial Consultants Llc | Boise | ID | 04/2023 | 10/2024 |
| Modern Wealth Management, Llc | Lenexa | KS | 10/2024 | Present |
1. Self-Employed Marketing Services as Melissa Hassler; Not investment related; Boise, Idaho; Marketing services; Principal; Start date: December 12, 2022; 10 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; Duties: Marketing services that include writing, editing, creating graphics and promotional materials for entities outside of financial services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-11 |
Reach out to this advisor