Best Investors
Account
Sign in
Best Investors
Account
Sign in
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-02-04 |
Branch Locations
22601 North 19Th Ave. Suite 118, Phoenix, AZ 85027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Phoenix | AZ | 08/2002 | 07/2018 |
| Meikle Financial Group | Phoenix | AZ | 02/2021 | Present |
| Cwm, Llc | Omaha | NE | 07/2018 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2018 | 05/2026 |
NAME OF BUSINESS: N/A NATURE: Tax Preparation START: 01/2018 POSITION: Tax Preparer APPX. HRS/MONTH: 15 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 15 DUTIES: Preparation of Taxes FIXED INSURANCE NATURE: Insurance START: 01/2021 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-22 |
| S66 | Uniform Combined State Law Examination | 2002-05-01 |
Reach out to this advisor