Best Investors
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55 West Street Suite 201, Walpole, MA 02081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-08-27 |
Branch Locations
3401 Village Drive Suite 208, Lincoln, NE 68516 • United States
17002 Marcy St Suite 120, Omaha, NE 68118 • United States
55 West Street Suite 201, Walpole, MA 02081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | N/A | NE | 05/2013 | 09/2021 |
| Doordash | Omaha | NE | 10/2021 | 04/2022 |
| Hyvee | Omaha | NE | 02/2022 | 04/2022 |
| Bravo Italian Kitchen | Omaha | NE | 05/2022 | 05/2024 |
| Unified Legacy Advisors | Omaha | NE | 05/2024 | Present |
| The Patriot Financial Group Insurance Agency, Llc | Omaha | NE | 08/2024 | Present |
Insurance Producer; Investment Related; 17002 Marcy St Suite 120 Omaha Nebraska 68118; Soliciting or selling annuity business and life insurance business when suitable and applicable to a client's situation. Start date: 2025-08-27; 10 Hours per month devoted to business during trading hours; 10 Hours per month devoted to business outside trading hours; 10 Percent of total yearly compensation expected to be derived from the business; Contact person at the organization: Seth Neben; Website address: https://unifiedlegacyadvisors.com/.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-29 |
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