Best Investors
Account
Sign in
8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-06-07 |
Branch Locations
1211 22Nd Street #102, Oak Brook, IL 60523 • United States
8807 Indian Hills Drive, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Mokena | IL | 12/2014 | 05/2019 |
| Mutual Of Omaha Investor Services | Mokena | IL | 03/2015 | 05/2019 |
| Futurity First Insurance Group | Oak Brook | IL | 05/2019 | Present |
| Sequent Planning, Llc | Oak Brook | IL | 05/2019 | Present |
| Levy Restaurant | Chicago | IL | 04/2019 | Present |
1) Insurance Agent. Start Date: 12/02/2014 to Present. Investment Related. Duties include offering insurance products and services to clients and prospects. Approximately 80% of business hours per week spent on this activity 20% spent on advisory business. 1211 22nd Street, #102, Oak Brook, IL, 60523. 2) Security Guard at Wrigley Field. Start Date: 04/08/2019 to Present. Non-Investment Related. No Check Writing Ability. Approximately 10 hours per week spent on this activity, all during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-08 |
Reach out to this advisor