Best Investors
Account
Sign in
Best Investors
Account
Sign in
1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-06-09 |
| IL | RA | APPROVED | 2026-05-14 |
| OK | RA | APPROVED | 2026-05-14 |
| TX | RA | APPROVED_RES | 2026-05-14 |
| FL | RA | APPROVED | 2026-05-13 |
| MO | RA | APPROVED | 2026-05-13 |
| NJ | RA | APPROVED | 2026-05-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Fairview Heights | IL | 10/2011 | 01/2019 |
| Jp Morgan Chase Bank N.A. | St. Louis | MO | 08/2019 | 12/2020 |
| J. P. Morgan Securities Llc | St. Louis | MO | 08/2019 | 12/2020 |
| Unemployed | Highland | IL | 02/2019 | 08/2019 |
| Umb Bank | St Louis | MO | 01/2021 | Present |
| Umb Financial Services Inc | St Louis | MO | 03/2021 | 05/2026 |
| Umb Private Wealth Management, Llc | Kansas City | MO | 05/2026 | Present |
UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 01/11/21, 152 hours per month allocated to UMB Bank during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-13 |
Reach out to this advisor