Best Investors
Account
Sign in
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc | Miramar | FL | 03/2016 | 04/2021 |
| Principal Life Insurance Co | Miramar | FL | 03/2016 | 04/2021 |
| Ameritas Investment Company, Llc | Lincoln | NE | 05/2021 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 04/2021 | Present |
| Apex Financial Services Llc | Lake Placid | FL | 04/2021 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
Apex Financial Services LLC; same as branch; inv rel; sale of fixed life, disability, long term care and health insurance and fixed annuities; Owner; start date=04/2021; hrs/mo=50; trading hrs/mo=50; agency manager overseeing the recruiting and development of new agents, some personal sales * Real Estate Rental; 3065 Legacy Vista Dr, Sevierville TN 37876; non-inv rel; vacation rental of our cabin; Owner; start date=08/2017; hrs/mo=2; trading hrs/mo=0; cabin rentals are handled by a third party property manager
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-17 |
Reach out to this advisor