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 | 2019-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2007 | 10/2019 |
| Northwestern Mutual Investment Services, Llc | Dallas | TX | 04/2010 | 10/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 10/2019 |
| Cetera Advisor Networks | El Segundo | CA | 11/2019 | 07/2022 |
| Carson Wealth | Amarillo | TX | 11/2019 | Present |
| Cwm, Llc | Omaha | NE | 11/2019 | Present |
NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: 12 APX NUMBER OF HOURS DURING TRADING HOURS: 12 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE. NAME OF OTHER BUSINESS: JHAND CONSULTING, LLC NATURE OF BUSINESS: LLC APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION: OWNER BRIEF DESCRIPTION OF DUTIES: LLC FOR INSURANCE COMMISSION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-24 |
Reach out to this advisor