Best Investors
Account
Sign in
Best Investors
Account
Sign in
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-27 |
Branch Locations
727 Cormier Rd, Ste. 101, Green Bay, WI 54304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbor Wealth Management, Llc | Green Bay | WI | 05/2013 | Present |
| Carson Wealth | Green Bay | WI | 04/2026 | Present |
| Cwm, Llc | Omaha | NE | 04/2026 | Present |
C.MOSS, LLC, CPA, CFP, CLU, AEP, INCOME & ESTATE TAX PLANNING & PREPARATION, OWNER, TAX PLANNING & INCOME TAX PREPARATION, START: 9/1996, 2 HRS/WEEK, $9155 COMP. Licensed Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-02 |
Reach out to this advisor