Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-28 |
| KS | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| NE | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
Branch Locations
444 Regency Parkway Dr Ste 102, Omaha, NE 68114 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Omaha | NE | 07/2009 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Omaha | NE | 07/2009 | 07/2021 |
| Philip T Shepherd Tax Preparation | Omaha | NE | 12/2010 | 07/2021 |
| Magyar Llc | Omaha | NE | 12/2017 | 07/2021 |
| The Navist Group, Llc | Omaha | NE | 02/2019 | 07/2021 |
| Lpl Financial Llc | Omaha | NE | 07/2021 | Present |
7/09-PRESENT, VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES, OMAHA, NE, INVEST-RELATED, INSURANCE SALES, INSURANCE AGENT. 12/10-PRESENT, PHILIP T SHEPHERD TAX PREPARATION, OMAHA, NE, NOT INVEST-RELATED, TAX PREPARER, 60 HRS/MO, 0 HRS/DAY DURING SEC TRADING. 12/2017-PRESENT; MAGYAR LLC; OMAHA, NE; NOT INVESTMENT RELATED; LLC; MANAGING MEMBER; 8HRS/MO; 0HRS/MO DURING SECURITY TRADING HOURS. 02/2019-PRESENT; THE NAVIST GROUP,LLC, OMAHA, NE; NOT INV RELATED, LLC, MANAGING MEMBER, 8HRS/MO, 0HR/MO DURING SEC TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-13 |
Reach out to this advisor