Best Investors
Account
Sign in
Best Investors
Account
Sign in
711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-06-16 |
Branch Locations
18205 Capitol Ave Ste 300, Elkhorn, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Of Omaha | Omaha | NE | 03/2006 | 07/2018 |
| First National Capital Markets | Omaha | NE | 09/2011 | 08/2018 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2018 | 03/2025 |
| Cwm, Llc | Omaha | NE | 04/2019 | 03/2025 |
| Principal Life Insurance Company | Elkhorn | NE | 03/2025 | Present |
| Principal Securities, Inc. | Elkhorn | NE | 03/2025 | Present |
ROSE THEATRE POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2020 ADDRESS: 2001 Farnam Street, Omaha NE 68102, United States DESCRIPTION: The Rose Theatre is run by a CEO and has a leadership team, including a CPA that makes all financial decisions. I am a board member. As a board member, I can participate in the voting to approve the budget, operational matters and new hires. We discuss best ways to raise funds for the theatre and can vote to agree to the timeliness and structure of a capital campaign.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-10 |
Reach out to this advisor