Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-10-06 |
Branch Locations
200 S. 108 Ave, Omaha, NE 68154 • United States
4150 Kinross Lakes Pkwy, Richfield, OH 44286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 02/2008 | 06/2024 |
| Lyft | San Francisco | CA | 08/2014 | Present |
| Charles Schwab & Co. | Omaha | NE | 10/2022 | Present |
| Charles Schwab Trust Bank | Omaha | NE | 07/2023 | Present |
AMWAY POSITION: PRODUCT DISTRIBUTOR NATURE: DIRECT SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 0 START DATE: 04/15/2005 ADDRESS: 2778 SHARON DR, OMAHA NE 68112 DESCRIPTION: MARKET/RETAIL PRODUCTSSERVICE CUSTOMERS AND OTHER BUSINESS OWNERS. LYFT POSITION: DRIVER NATURE: DRIVING PASSENGERS INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 0 START DATE: 08/26/2014 ADDRESS: 548 MARKET ST, #68514, SAN FRANCISCO CA 94104 DESCRIPTION: DRIVE PASSENGERS AROUND THE OMAHA METRO AREA. UBER DRIVER POSITION: DRIVER NATURE: RIDE-SHARE INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 0 START DATE: 12/08/2014 ADDRESS: 1455 MARKET ST, SAN FRANCISCO CA 94103 DESCRIPTION: USING MY PERSONALVECHILE TO PROVIDE LOCAL RIDES IN THE OMAHA METRO AREA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-17 |
Reach out to this advisor