Best Investors
Account
Sign in
Best Investors
Account
Sign in
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-09-08 |
| TX | RA | APPROVED | 2025-09-08 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
102 Main Avenue, Ste. 7, Twin Falls, ID 83301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2015 | 03/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2015 | 03/2023 |
| Duncan Financial Planning Advisors | Laguna Niguel | CA | 02/2021 | 03/2023 |
| United Planners Financial Services | Scottsdale | AZ | 03/2023 | 09/2025 |
| Mammoth Financial | Twin Falls | ID | 09/2025 | Present |
| Cwm, Llc | Omaha | NE | 09/2025 | Present |
FIXED INSURANCE NATURE: Insurance START: 09/2015 APPX. HRS/MONTH: 5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 5 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: Magic Valley Estate Planning Council NATURE: Professional Association START: 05/01/2025 POSITION: Board Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 DUTIES: Member of the association NAME OF BUSINESS: Dixon Golf NATURE: Charitable START: 04/01/2024 POSITION: Consultant APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 DUTIES: Host games during charitable event to help raise money
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-05 |
| S65 | Uniform Investment Adviser Law Examination | 2006-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-10 |
Reach out to this advisor