Best Investors
Account
Sign in
Best Investors
Account
Sign in
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-08-06 |
| NE | RA | APPROVED | 2022-04-27 |
| IA | RA | APPROVED | 2022-04-18 |
Branch Locations
15808 W Dodge Rd Suite 200, Omaha, NE 68118 • United States
1108 Broadway, Denison, IA 51442 • United States
701 W Sheridan Ave, Shenandoah, IA 51601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accruit, Llc | Denver | CO | 01/2018 | 05/2019 |
| Paysafe, Llc | Omaha | NE | 06/2011 | 12/2018 |
| Semi-Retired | Omaha | NE | 06/2019 | Present |
| Tagge Rutherford Financial Group | Omaha | NE | 03/2020 | Present |
| Cetera Advisors | Denver | CO | 03/2020 | 08/2020 |
| Lpl Financial Llc | Omaha | NE | 08/2020 | 04/2022 |
| Integrity Alliance, Llc | Omaha | NE | 04/2022 | Present |
1. Medlock Wealth Management; Not Investment Related; 3014 N 161st Terrace, Omaha, NE 68116; Business Entity For Tax/Investment Purposes Only; Started 02/01/2020; 0 Hours Per Month/0 Hours During Securities Trading; Business Entity For Tax/Investment Purposes Only 2. Insurance Agent; Not investment related; 15808 West Dodge Road, Suite 200, Omaha, NE 68116; Insurance Agent; 10/01/2019; 3 hours per month, 1 hour during securities hours; Sales and service of fixed insurance products. 3. TR Financial; Securities related; 15808 West Dodge Road, Suite 200, Omaha, NE 68116; DBA for securities; 10/01/2019; 160 hours per month, 130 hours during securities hours; Sales and service of securities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-23 |
Reach out to this advisor