Best Investors
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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-31 |
| MO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
11200 Nall Avenue, Overland Park, KS 66211-1233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Overland Park | KS | 07/2018 | 10/2018 |
| Bank Of America, N.A. | Belton | MO | 05/2022 | 06/2024 |
| Jp Morgan Securities, Llc | Kansas City | MO | 08/2020 | 04/2022 |
| Jp Morgan Chase Bank, N.A. | Kansas City | MO | 08/2020 | 04/2022 |
| Bank Of America, N.A. | Overland Park | KS | 11/2018 | 09/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Overland Park | KS | 11/2018 | 09/2020 |
| Bank Of America Merrill Lynch | Leawood | KS | 07/2016 | 07/2018 |
| Fidelity Investments | Overland Park | KS | 06/2024 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Belton | MO | 05/2022 | 06/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-06 |
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