Best Investors
Account
Sign in
7221 Plaza Court, Lincoln, NE 68516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Impact | Lincoln | NE | 01/1997 | 09/2020 |
| Plan A Wealth, Llc | Lincoln | NE | 09/2020 | Present |
1. ROTARY 14; NOT INVESTMENT RELATED; 233 S. 13TH ST LINCOLN, NE 68501; SERVICE ORGANIZATION OF BUSINESS AND PROFESSIONAL PEOPLE; FINANCE COMMITEE MEMBER; STARTED 7/1/2020; APPROXIMATELY 5-10 HOURS PER MONTH; ASSISTING THE CLUB ADMINISTRATOR. 2. BRIGATA; NOT INVESTMENT-RELATED; 333 SPEEDWAY CIR., SUITE # 3 LINCOLN, NE 68502; PRIVATE TRAINING LESSONS FOR ATHLETES IN GYMNASTICS, CHEER, STRENGTH; COACH; STARTED 09/2019; 30-35 HOURS PER MONTH; PROVIDED PRIVATE LESSONS FOR ATHLETES IN TUMBLING, GYMNASTICS, ACROBATICS, CHEER, STRENGTH & FLEXIBILITY. 3. BEACHBODY; NOT INVESTMENT RELATED; 705 N 25TH ST, LINCOLN, NE 68503; INDEPENDENT FITNESS COACH; START 2010; 5 HRS/MONTH; NONE DURING SECURITIES TRADING HOURS; INDEPENDENT FITNESS COACH AND SALES FOR NUTRITION PRODUCTS 4. Convene; NOT INVESTMENT RELATED; 2260 SAUI RANCH PARKWAY, SUITE A200, YORBA LINDA, CA 92887; ADVISROY BOARD CHAIR; START 03/2023; 40 HRS/MONTH; NONE DURING SECURITIES HOURS; LEADING AND FACILITATING A CHRISTIAN BUSINESS FORUM TEAM, RECRUITING MEMBERS, FACILIATING MEETINGS/RETREATS, AND PROMOTING CONVENE MEMBER MEETINGS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-09 |
Reach out to this advisor