Best Investors
Account
Sign in
Best Investors
Account
Sign in
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-07 |
| IA | RA | APPROVED | 2019-01-04 |
Branch Locations
1080 Jordan Creek Parkway Suite 300 North, West Des Moines, IA 50266 • United States
14600 Branch St., Omaha, NE 68154 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Clive | IA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Clive | IA | 11/2016 | 01/2019 |
| Carson Wealth | West Des Moines | IA | 01/2019 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2019 | 12/2023 |
| Cwm, Llc | Omaha | NE | 01/2019 | Present |
NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/2018 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG TERM CARE NAME OF BUSINESS: N/A NATURE: Notary START: 01/01/2025 POSITION: Notary APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Notary services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-04 |
Reach out to this advisor