Best Investors
Account
Sign in
Best Investors
Account
Sign in
2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-01-06 |
| NC | RA | APPROVED | 2025-01-05 |
Branch Locations
2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
9850 Nicholas St Suite 350, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services And Mutual Of Omaha Insurance | Omaha | NE | 09/2015 | 12/2016 |
| Raymond James Financial Services, Inc. | Omaha | NE | 12/2016 | 10/2020 |
| Wealthshield Partners, Llc | Cary | NC | 10/2020 | 07/2021 |
| Org Partners Llc | Omaha | NE | 07/2021 | 01/2025 |
| Guardian Wealth Advisors | Raleigh | NC | 01/2025 | Present |
1) N & D Enterprises, LLC - Omaha, NE; Nature of the Business: Rental Real Estate; Position/Title: Rental Real Estate; Investment Related; Start Date: 06/01/2018; Hours per month devoted to this business: 1; Hours per month devoted to this business during trading hours: 0; Description of duties: Manager/Officer of LLC. 2) Licensed Insurance Agent appointed with various agencies. Commission will be recevied. 3) IAR Centerpoint Financial Group. DBA for ORG Partners
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-24 |
Reach out to this advisor