Best Investors
Account
Sign in
11011 King Street Suite 150, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-27 |
Branch Locations
11011 King Street Suite 150, Overland Park, KS 66210 • United States
640 Taylor St, Suite 1200, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | Fort Worth | TX | 07/2024 | 10/2024 |
| Safe Money Resource | Key West | FL | 05/2016 | 03/2024 |
| Ubs Financial Services, Inc. | Plano | TX | 01/2025 | 08/2026 |
| Marketing Communications/Public Affairs Services | Arlington | TX | 06/2012 | 07/2024 |
| Rca Wealth Strategies Llc | Fort Worth | TX | 08/2026 | Present |
Union Gospel Mission of Tarrant County; Volunteer; Non-Investment related; 1321 E Lancaster Ave Fort Worth TX 76102; Work at mission serving meals and helping with kitchen/dining room duties; 2023-07-08; 8 Hours per month devoted to business outside trading hours. FBIC Planning LLC; Licensed Insurance Agent; Investment related; 9040 Town Center Pkwy Lakewood Ranch FL 34202; He is a licensed insurance agent with FBIC Planning LLC, focusing on and implementing fixed annuities and life insurance solutions. Commissions for annuities and life insurance choices are paid directly from each insurance company to him; 2026-08-03; 8 Hours per month devoted to business during trading hours; 8 Hours per month devoted to business outside trading hours; 33 Percentage of total yearly compensation expected to be derived from the business; Contact person at the organization: Brenda Edmonds. Federal Benefits Information Center; Regional Educator; Investment related; 9040 Town Center Pkwy Lakewood Ranch FL 34202; He serves as a Regional Educator for Federal Benefits Information Center (FBIC), educating federal employees on optimizing their benefits for retirement and other parts of their financial lives; 2026-08-03; 16 Hours per month devoted to business during trading hours; 16 Hours per month devoted to business outside trading hours; 33 Percentage of total yearly compensation expected to be derived from the business. Contact person at the organization: Dennis Edmonds. Greeting Committee with Fort Worth Stock Show & Rodeo; Greeting Committee Member; Non-Investment related; 3400 Burnett Tandy Dr Fort Worth TX 76107; Welcoming exhibitors and livestock competitors to the rodeo, helping them get situated; 2026-12-01; 4 Hours per month devoted to business during trading hours; 2 Hours per month devoted to business outside trading hours. Volunteer event planning and coordination for Dallas/Fort Worth Ave Maria University Alumni; Volunteer Coordinator/Event Planning; Non-Investment related; 5050 Ave Maria Blvd Ave Maria FL 34142; This includes group sports outings, happy hours, and gatherings like that; 2024-12-02; 5 Hours per month devoted to business outside trading hours; Contact person at the organization: Meagan Schneider.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-11 |
Reach out to this advisor