Best Investors
Account
Sign in
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
308 W 6Th St, York, NE 68467 • United States
6940 O St Ste 324, Lincoln, NE 68510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 07/2016 | Present |
| Gb Financial Llc | York | NE | 07/2016 | 09/2019 |
| Ameritas Life Insurance Corp | Lincoln | NE | 07/2016 | Present |
| Ameritas Financial Center | York | NE | 07/2016 | Present |
| Bgs Financial Strategies Llc | York | NE | 10/2019 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Grasslands Financial | York | NE | 07/2016 | 12/2022 |
| Good Life Financial | York | NE | 09/2022 | 12/2022 |
| Benjamin Wealth Group | York | NE | 01/2023 | Present |
| Envision Wealth Management | York | NE | 02/2024 | Present |
AMERITAS FINANCIAL CENTER; SAME AS BRANCH; INV REL; SELL INSURANCE PRODUCTS TO INDIVIDUALS AND SMALL BUSINESSES; AGENT; START DATE=07/2016; HRS/MO=20; TRADING HRS/MO=20; WORK WITH INDIVIDUALS AND SMALL BUSINESSES ON FINANCIAL NEEDS * BGS Financial Strategies LLC; same as branch; inv rel; LLC set up for tax purposes; Partner; start date=10/2019; hrs/mo=40; trading hrs/mo=40; oversee staff, monitor and pay bills and expenses * BENJAMIN WEALTH GROUP DBA; SAME AS BRANCH; INV REL; PROVIDE SECURITIES AND INSURANCE SOLUTIONS TO INDIVIDUALS; OWNER/PARTNER; START DATE=01/2023; HRS/MO=175; TRADING HRS/MO=175; PROVIDE INSURANCE FOR LIFE, DENTAL, VISION, DISABILITY, LTC AND MEDICARE * Envision Wealth Network; same as branch; inv rel; marketing name; Agent; start date=02/2024; hrs/mo=1; trading hrs/mo=1; insurance sales * Benjamin Properties, LLC; non inv rel; same as residence; LLC for Real Estate; Owner; start date=05/2026; hrs/mo=1; trading hrs/mo=0; LLC for real estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-02 |
Reach out to this advisor