Best Investors
Account
Sign in
Best Investors
Account
Sign in
3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-25 |
Branch Locations
7600-B North Capital Of Texas Highway Ste 110, Austin, TX 78731 • United States
3555 S Culpepper Cir Ste 100, Springfield, MO 65804 • United States
New Braunfels, TX • 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 |
|---|---|---|---|---|
| New York Life Insurance Co. | Corpus Christi | TX | 10/2006 | 09/2018 |
| Nylife Securities, Llc | Corpus Christi | TX | 04/2007 | 09/2018 |
| Mutual Of Omaha Investor Services | Austin | TX | 10/2018 | Present |
| Mutual Of Omaha | Austin | TX | 10/2018 | Present |
Insurance Agent: Start Date 10/2018 Insurance lines: Life, Health and Annuities. Non-investment Related - Hours per week during trading hours: 20 Start Date 4/7/2026 Real Estate Agent. Non securities related. Hours per week, approximately 15 hours. Business name, Vista Realty. Address, 144 Clemens Ave, New Braunfels, TX 78130. Obtained a real estate license to occasionally perform duties of sales in the local market.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-21 |
Reach out to this advisor