Best Investors
Account
Sign in
Best Investors
Account
Sign in
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-17 |
Branch Locations
100 Pine Street Suite 1250, San Francisco, CA 94111 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
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 |
|---|---|---|---|---|
| Partnervest Advisory Services Llc | Santa Barbara | CA | 09/2004 | 10/2020 |
| Sorrento Pacific Financial, Llc | San Francisco | CA | 07/2009 | 08/2021 |
| Changepath, Llc | Leawood | KS | 10/2020 | Present |
| Gibson Group Advisors | San Francisco | CA | 09/2004 | Present |
NAME OF THE OTHER BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED:NO ADDRESS OF THE OTHER BUSINESS: 418 NAPA STREET, SAUSALITO, CA 94965 YOUR POSITION OR TITLE: OWNER NATURE OF THE OTHER BUSINESS: PRIVATE START DATE: 01/01/2005 APPROXIMATE NUMBER OF HOURS/MONTH: 2-4 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: OVERSEE OF PROPERTY, REVIEW RENTAL AGREEMENT, PAY INSURANCE, MAINTENANCE. COMPENSATION: YES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-15 |
Reach out to this advisor