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 | 2023-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Lights Distributors, Llc | Omaha | NE | 02/2003 | 11/2019 |
| Orion Advisor Technology, Llc | Omaha | NE | 02/2003 | Present |
| Constellation Trust Company | Omaha | NE | 12/2004 | 04/2018 |
| Orion Advisor Solutions, Llc | Omaha | NE | 04/2018 | Present |
Constellation Wealth Capital Operating Advisor Start Date: 2.12.2014 Not Investment Related Compensated Signature FD Board Member Start Date 1.1.2024 Investment related Compensated LifeX Board Member 10 hours per month Investment related Compensated Great Gray Trust Company Board Member 10 hours per month Investment related Compensated Wealth Enhancement Group AI Consultant Start Date: 6.15.2025 Not Investment Related Compensated 5-10 hours / month hamachi.ai Co-Founder Provider of agentic AI to professional service experts. Not Investment Related. Not currently compensated. Start Date 5.2025 Tax Status Board Member Provider of API Compensated Not Investment Related Start Date 8.2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-18 |
| S66 | Uniform Combined State Law Examination | 1997-12-06 |
Reach out to this advisor