Best Investors
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Account
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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-31 |
| TX | RA | APPROVED | 2026-07-28 |
| IA | RA | APPROVED | 2025-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carson Wealth | Cedar Rapids | IA | 06/2025 | 10/2025 |
| Dupaco Community Credit Union | Cedar Rapids | IA | 01/2022 | 05/2025 |
| Elite Edge Transformation Center | Cedar Rapids | IA | 07/2021 | 12/2021 |
| Cedar Rapids Toyota | Cedar Rapids | IA | 11/2020 | 07/2021 |
| Kirkwood Community College | Cedar Rapids | IA | 08/2019 | 05/2021 |
| Maquoketa Valley High School | Delhi | IA | 08/2015 | 05/2019 |
| Carson Wealth | Cedar Rapids | IA | 10/2025 | Present |
| Cwm, Llc | Omaha | NE | 10/2025 | Present |
NAME OF BUSINESS: Impact CR NATURE: Networking group for young professionals START: 11/1/2025 POSITION: Board member APPX. HRS/MONTH: 3 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Social Committee, responsible for planning 3 networking events each year. NAME OF BUSINESS: Emerging Leaders United NATURE: A group of young professionals aimed at helping Cedar Rapids area schools and students. START: 11/1/2025 POSITION: Executive member APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Help to plan events and steer the committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-09 |
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