Best Investors
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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-17 |
Branch Locations
1200 N. Federal Hwy. Ste. 200, Boca Raton, FL 33432 • United States
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (F/K/A Linsco/Private Ledger Corp.) | Boca Raton | FL | 05/2005 | 06/2017 |
| Slatestone Wealth, Llc | Boca Raton | FL | 06/2017 | 10/2020 |
| American Portfolios Financial Services, Inc. | Boca Raton | FL | 01/2021 | 09/2022 |
| Mutual Advisors, Llc. | Omaha | NE | 09/2022 | Present |
1. IBU Properties, LLC., Start Date: 01/2015, 20749 Waters Edge Ct., Boca Raton, FL 33498, LLC, Rental of one residential unit, Owner, Just Rent long term rentals to an apartment I own in Boca Raton FL., Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours. 2.Independent Insurance Agent, Start date 9/2022, Insurance Sales & Services, Not Investment Related, 5-10 hours per month, <1 hour per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-18 |
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