Best Investors
Account
Sign in
Best Investors
Account
Sign in
13333 California St Suite 500, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-11-14 |
Branch Locations
13333 California St Suite 500, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creighton University | Omaha | NE | 01/2022 | 05/2022 |
| Cornerstone Wealth Advisors Inc. | Edina | MN | 05/2022 | 08/2022 |
| Creighton University Athletics | Omaha | NE | 01/2023 | 05/2024 |
| Gallup | Omaha | NE | 05/2023 | 08/2023 |
| Bridges Investment Management, Inc. | Omaha | NE | 07/2024 | Present |
| Goodwill | Pewaukee | WI | 09/2019 | 08/2021 |
| Pewaukee High School | Pewaukee | WI | 10/2018 | 06/2019 |
| Hamilton High School | Sussex | WI | 09/2015 | 10/2018 |
| Creighton University | Omaha | NE | 08/2020 | 05/2024 |
| Gallup | Omaha | NE | 08/2023 | 07/2024 |
Bridges Trust Company, Investment-related, 13333 California Street Suite 500 Omaha NE 68154, Trust Company, Client Service Manager, July 2024, 20 hours/month, 15 hours/month during trading hours, Duties include but are not limited to assisting clients with account opening and maintenance, facilitating client service requests.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-14 |
Reach out to this advisor