Best Investors
Account
Sign in
2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greenefi Wealth Strategies Ltd. | Reno | NV | 08/2013 | Present |
| Greenefi Wealth Strategies Ltd. | Reno | NV | 03/2020 | 02/2024 |
| Greene Machine Media Ltd. | Reno | NV | 02/2021 | Present |
| Opm Management Ltd. | Reno | NV | 02/2022 | Present |
| Greenefi Insurance Solutions Ltd. | Reno | NV | 11/2021 | Present |
| Simplicity Wealth | Summit | NJ | 01/2024 | 10/2025 |
| Prosperity Economics Partners, Llc | Reno | NV | 02/2017 | 11/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2025 | Present |
1. GreeneFI Wealth Strategies Ltd.; Yes Investment Related ; 6170 Ridgeview Ct Ste E Reno, NV 89519; Owner/Manager; Start Date: 08/2013; 160 hrs/month, 160 hrs/month during securities trading hours; Advisory Services. 2. Greene Machine Media Ltd.; Not business investment related; 6170 Ridgeview Ct Ste E Reno, NV 89519; Copyrights owner to the "Engineer of Finance' podcast, books copyrights owner, markets affiliate programs and royalties; Owner/ Podcast Host; Start Date: 02/2021; 16 hrs/month; 0 hrs/month during trading hrs; Host of a podcast for educational purposes only. The podcast does not provide any financial or insurance advice. The podcast provides monologues and conversations with guests on a variety of topics: insurance, savings & investments, finances, business, banking, real estate, entrepreneurs, politics, self-improvement, and more. 3. OPM Management Ltd.; Not business investment related; 6170 Ridgeview Ct Ste E Reno, NV 89519; Real Estate business for rental properties; Owner/Manager; Manages operations of the company; Start Date: 02/2022; 4 hrs/month; 0 hrs/month during trading hours; Buy real estate assets for rental/lease opportunities. 4. GreeneFI Insurance Solutions Ltd.; Yes, Investment Related; 6170 Ridgeview Ct Ste E Reno, NV 89519; Insurance Sales; POSITION Owner/ Insurance Agent; Start Date 11/2021; Approx. 100 hours a month; Approx. 40 hours during trading; Insurance Sales and Services. 5. Estate planning document services, 6170 Ridgeview Ct, Ste E, Reno NV 89519, Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 03/2026, Approx hours per month: 8, Hours during trading: 4.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-03 |
Reach out to this advisor