Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-12-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Helix Financial | Grand Island | NE | 10/2010 | 04/2017 |
| Helix Wealth Advisors | Grand Island | NE | 04/2017 | 08/2019 |
| Helix Benefits Group | Grand Island | NE | 08/2019 | 08/2019 |
| Principal Securities Inc | Grand Island | NE | 03/2016 | 12/2022 |
| Wells Fargo Clearing Services, Llc | Grand Island | NE | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-27 |
Reach out to this advisor