Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2018-11-08 |
| KS | RA | APPROVED | 2018-11-05 |
| SD | RA | APPROVED | 2018-11-05 |
| CO | RA | APPROVED | 2018-10-30 |
| NE | RA | APPROVED | 2018-10-30 |
| TX | RA | APPROVED_RES | 2018-10-04 |
| IL | RA | APPROVED | 2018-10-03 |
Branch Locations
14010 Fnb Parkway Suite 420, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Figure Skating Club Omaha | Omaha | NE | 07/2007 | Present |
| Bancwest Investment Services | Omaha | NE | 09/2013 | Present |
| Grover Ice Arena | Omaha | NE | 07/2017 | Present |
| Raymond James Financial Services, Inc | Omaha | NE | 09/2018 | Present |
| First National Bank | Omaha | NE | 09/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Omaha | NE | 10/2018 | Present |
| First National Bank Of Omaha | Omaha | NE | 09/2018 | Present |
(1)Name of Business: Address: 5015 S 45th St, Omaha, NE, 68117, United States Activity Type: Other Position/Title: Coach Investment Related: No Start Date: 06/01/2007 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Teach ice skating in group classes and private lessons (2)Name of Business: Alcester Farm Address: 706 Diamond Lane, Papillion, NE, 68133, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/30/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is farm land inherited when my Mom Passed in October of 2020. It is currently in the name of her trust and during her lifetime the income went to her (3)Name of Business: First Investments and Planning Address: 14010 FNB Parkway, Omaha, NE, 68154, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 09/17/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: OSJ Principal / BM Sales Supervision activities for FNBO (4)Name of Business: Mindy Costar Wayman Address: 706 Diamond Lane, Papillion , NE, 68133, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2018 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I currently own 3 rental properties: (5)Name of Business: W Squared Properties, LLC Address: 706 Diamond Lane, Papillion, NE, 68133, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/02/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is just an LLC created to hold the rental properties already listed. Also perform some management activities for my daughter's rental property 1006 N 49th Ave, Omaha, NE - she no longer lives there and is not always able to take care of it.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-03 |
Reach out to this advisor