Best Investors
Account
Sign in
Best Investors
Account
Sign in
17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions | Omaha | NE | 04/2026 | Present |
| Orion Portfolio Solutions | Omaha | NE | 04/2026 | Present |
| Morningstar Inc | Chicago | IL | 10/2015 | 11/2017 |
| Emoney Advisor | Radnor | PA | 11/2017 | 02/2020 |
| Morningstar Inc | Chicago | IL | 02/2020 | 08/2023 |
| Advisor360 | Weston | MA | 08/2023 | 12/2024 |
| Luma Financial Technologies Llc | Cincinnati | OK | 02/2025 | 04/2026 |
KING TIDE CONSULTING GROUP LLC NON-INVESTMENT RELATED; 2605 JOSIAH STREET DANIEL ISLAND SC, 29492 STARTED 11/2025; MANAGING PARTNER; 0 HOURS SPENT PER MONTH DURING TRADING HOURS; <1 HOURS SPENT PER MONTH DURING NON-TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-28 |
Reach out to this advisor