Best Investors
Account
Sign in
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-14 |
| TX | RA | APPROVED | 2023-11-21 |
| AZ | RA | APPROVED | 2023-05-09 |
Branch Locations
11375 S Fortuna Road, Ste. F, Yuma, AZ 85367 • United States
14600 Branch St., Omaha, NE 68154 • United States
182 E 16Th St Ste D, Yuma, AZ 85364 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yuma Investment Group Wealth Management | Yuma | AZ | 07/2018 | 04/2023 |
| Volleyball Club Of Yuma | Yuma | AZ | 12/2019 | 08/2020 |
| Sunshine Herbs & More | Yuma | AZ | 09/2019 | 02/2020 |
| Reddy Rents | Yuma | AZ | 05/2016 | 01/2017 |
| Y3K It Services | Yuma | AZ | 03/2018 | 12/2018 |
| University Of Arizona - Yuma | Yuma | AZ | 01/2019 | 07/2023 |
| Cibola High School | Yuma | AZ | 08/2013 | 05/2017 |
| Arizona Western College | Yuma | AZ | 08/2017 | 12/2020 |
| Cwm, Llc | Omaha | NE | 01/2023 | Present |
| Yuma Investment Group Wealth Management | Yuma | AZ | 04/2023 | 01/2025 |
| Yuma & Imperial Valley Wealth Management | Yuma | AZ | 01/2025 | 06/2025 |
| Yuma & Imperial Valley Wealth Management | Yuma | AZ | 06/2025 | Present |
FIXED INSURANCE NATURE: Insurance START: 07/03/2023 APPX. HRS/MONTH: 4 % APPX HRS/MONTH DURING TRADING HOURS: 10% POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: BNI Empower Business Exchange NATURE: Referral Networking START: 01/24/2024 POSITION: Education Coordinator APPX. HRS/MONTH: 7 % APPX HRS/MONTH DURING TRADING HOURS: 100 DUTIES: Give and receive referrals. Attend weekly meetings. NAME OF BUSINESS: YumaCats NATURE: Scholarship Fund START: 01/2025 POSITION: Board Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 100 DUTIES: Interview Scholarship applicants, review resumes, volunteer at fundraisers NAME OF BUSINESS: United Way of Yuma County NATURE: Organization that raises money for local school projects START: 10/2025 POSITION: Board Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 100 DUTIES: Vote on projects, help plan local events/fundraisers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-24 |
Reach out to this advisor