Best Investors
Account
Sign in
Best Investors
Account
Sign in
17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments Company | Oaks | PA | 05/2013 | 11/2023 |
| Orion Portfolio Solutions | Omaha | NE | 07/2024 | Present |
| Unemployed | Wayne | PA | 11/2023 | 07/2024 |
OBA1: Philadelphia Association of Zeta Psi Board Member and Investment Committee Chair 0.5 Hours/Month Investment Related No compensation OBA2: EMB Trust, 1972 Trustee of small family Trust created in 1972 Trustee 1.5hours Non Investment Related Compensation - $10k per year
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-18 |
Reach out to this advisor