Best Investors
Account
Sign in
Best Investors
Account
Sign in
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-16 |
| AZ | RA | APPROVED | 2021-11-01 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services | Flagstaff | AZ | 01/2016 | 01/2018 |
| Raymond James Financial Services Advisors Inc. | Flagstaff | AZ | 02/2016 | 01/2018 |
| Ameritas Investment Corp | Lincoln | NE | 01/2018 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 01/2018 | Present |
| Benefit And Financial Strategies, Llc | Flagstaff | AZ | 01/2018 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Northern Arizona University | Flagstaff | AZ | 08/2023 | Present |
*BENEFIT AND FINANCIAL STRATEGIES, LLC; SAME AS BRANCH; INV REL; FIXED INSURANCE; AGENT; START DATE=01/2018; HRS/MO=10; TRADING HRS/MO=5; RECOMMEND FIXED LIFE INSURANCE PRODUCTS TO CLIENTS BASED ON HOLISITC WEALTH MANAGEMENT STRATEGIES, SOLICITATION AND SERVICE OF LIFE INSURANCE INCLUDING ANNUAL REVIEWS OF SUITABILITY * NORTHERN ARIZONA UNIVERSITY; NON INV REL; 101 E. MCCONNELL DR, FLAGSTAFF, AZ 86011; COLLEGE; ASSISTANT PROFESSOR OF FINANCE; START DATE=08/2023; HRS/MO=80; TRADING HRS/MO=20; TEACHING FINANCE STUDENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-04 |
| S65 | Uniform Investment Adviser Law Examination | 2000-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-06 |
Reach out to this advisor