Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-26 |
| NE | RA | APPROVED | 2026-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blair Public Library Foundation Board | Blair | NE | 02/2014 | 12/2020 |
| The Mutual Fund Store | Overland Park | KS | 07/2015 | 10/2016 |
| Td Ameritrade | Omaha | NE | 10/2016 | 06/2024 |
| Charles Schwab & Co., Inc. | Omaha | NE | 09/2021 | 06/2026 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 12/2016 | 06/2024 |
| Charles Schwab Bank, Ssb | Omaha | NE | 12/2022 | 06/2026 |
| First National Bank Of Omaha | Omaha | NE | 06/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Omaha | NE | 06/2026 | Present |
| Raymond James Financial Services, Inc. | Omaha | NE | 06/2026 | Present |
(1)Name of Business: First Investments and Planning Address: 16770 W Maple Road, Omaha , NE, 6811-2105, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/15/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: First National Bank of Omaha Address: 16770 W Maple Rd, Omaha , NE, 68116-2105, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: No Start Date: 06/16/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-15 |
| S65 | Uniform Investment Adviser Law Examination | 1998-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-17 |
Reach out to this advisor