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 |
|---|---|---|---|
| NE | RA | APPROVED | 2020-11-19 |
| TX | RA | APPROVED | 2020-11-06 |
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 |
|---|---|---|---|---|
| Pruco Securities Llc | Omaha | NE | 02/2016 | 12/2017 |
| The Prudential Insurance Company Of America | Omaha | NE | 04/2016 | 12/2017 |
| Rbc Capital Markets, Llc. | Omaha | NE | 12/2017 | 11/2020 |
| Morgan Stanley Smith Barney Llc | Omaha | NE | 11/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2020 | Present |
*595664- Robert & Katie Forrest; Investment related: Yes; Omaha, Nebraska; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 0; After business hours: 1; Property Management *628078 - Real Estate; Investment related: Yes; Lincoln, Nebraska; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 0; Property Management *628080 - Real Estate; Investment related: Yes; Lincoln, Nebraska; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-01 |
Reach out to this advisor