Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-06-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thg Benefits, Inc. | Omaha | NE | 02/2011 | Present |
| Securities America Inc | Omaha | NE | 05/2015 | 06/2024 |
| Securities America Advisors | Omaha | NE | 05/2015 | 06/2024 |
| Elkhorn Soccer Club | Elkhorn | NE | 05/2014 | 08/2018 |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | Present |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | Present |
***INSURANCE SALES POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 08/30/2009 ADDRESS: 18025 Oak Street, Suite B, Omaha NE 68130 DESCRIPTION: Offer fixed insurance products to meet client needs if applicable. ***FINANCIAL ARCHITECTS POSITION: AGENT NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 08/01/2009 ADDRESS: 18025 Oak Street, Ste. B, Omaha NE 68130 DESCRIPTION: Offer fixed insurance products to meet client needs if applicable.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-13 |
Reach out to this advisor