Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-20 |
| NE | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Omaha | NE | 12/2015 | 03/2018 |
| Mutual Of Omaha Insurance Company | Omaha | NE | 06/2015 | 03/2018 |
| Securities America, Inc. | Omaha | NE | 03/2018 | 06/2024 |
| Securities America Advisors | Omaha | NE | 03/2018 | 06/2024 |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | Present |
1. DBA: Lifetime Retirement Partners 2. FUTURITY FIRST POSITION: Managing Director NATURE: Insurance and Health Products INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2018 ADDRESS: 17117 Oak Drive, Ste A, Omaha NE 68130 DESCRIPTION: Sell insurance and health policies 3. SWIFTESCAPE RENTALS, LLC POSITION: Owner NATURE: Rental Properties INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/26/2024 ADDRESS: 3400 Plantation Dr, Ste 100, Lincoln NE 68516 DESCRIPTION: Helping run/maintain the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-02 |
Reach out to this advisor