Best Investors
Account
Sign in
Best Investors
Account
Sign in
14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-06-12 |
Branch Locations
14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Advisers Llc | Omaha | NE | 09/2022 | Present |
| First National Bank Of Omaha | Omaha | NE | 12/2005 | 09/2022 |
First National Bank of Omaha; investment-related business, 14010 FNB Parkway, Suite 200, Omaha, NE 68154; Investment Management; Portfolio Manager; 12/2005; 80 hours/month during securities trading hours; managing investment portfolios for high-net-worth clients, trusts, institutions, foundations, and endowments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-20 |
Reach out to this advisor