Best Investors
Account
Sign in
Best Investors
Account
Sign in
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-09-12 |
Branch Locations
13 1/2 E. Main St. Ste 211, Walla Walla, WA 99362 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Mortgage | Walla Walla | WA | 10/2018 | 07/2019 |
| Commerce Home Mortgage | Walla Walla | WA | 07/2018 | 10/2018 |
| Loanstar Home Lending | Walla Walla | WA | 10/2015 | 07/2018 |
| Buckley Investment Group | Walla Walla | WA | 07/2019 | 03/2026 |
| Cwm, Llc | Omaha | NE | 09/2023 | Present |
| Carson Wealth | Walla Walla | WA | 03/2026 | Present |
NAME OF BUSINESS: Harmell Cellars, LLC dba Nocking Point Winery NATURE: Winery START: 4/1/2016 POSITION: Accountant APPX. HRS/MONTH: 5 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-31 |
Reach out to this advisor