Best Investors
Account
Sign in
8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-13 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
6866 Oak Street, Milton, FL 32570 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baptist Health Care, Inc | Pensacola | FL | 04/2010 | 05/2019 |
| The Wingate Group, Inc | Pace | FL | 06/2019 | 05/2024 |
| Ameritas Investment Company, Llc | Lincoln | NE | 02/2021 | 07/2022 |
| Ameritas Life Insurance | Lincoln | NE | 02/2021 | 07/2022 |
| Sequent Planning, Llc | Milton | FL | 04/2025 | Present |
| Longleaf Financial Strategies, Llc | Milton | FL | 08/2024 | Present |
1) Insurance Agent: 04/2019 - Present, Investment Related. Duties Include offering insurance products and services to clients and prospects, Spend Approximately 40hrs/month on this activity, some during normal business hours. 6866 Oak Street, Milton, FL, 32570.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-22 |
Reach out to this advisor