Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-20 |
| NE | RA | APPROVED | 2024-03-18 |
Branch Locations
13625 California Street Suite 400, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Omaha | NE | 11/2022 | Present |
| Joint Financial | Omaha | NE | 05/2019 | 11/2022 |
| Edward Jones | Omaha | NE | 10/2015 | 05/2019 |
*533187- Joint Financial LLC; Investment related: Yes; Omaha, Nebraska; Investment/Finance/Banking; Officer (proprietor, partner, officer, director, employee, trustee, agent); 05/2019; During business hours: 0; After business hours: 0; I have no duties or obligations, simply a minority member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-14 |
Reach out to this advisor