Best Investors
Account
Sign in
Best Investors
Account
Sign in
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-06 |
| PA | RA | APPROVED | 2021-11-01 |
Branch Locations
Foster Plaza Bldg #11 790 Holiday Drive -1St Floor, Pittsburgh, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | Charlotte | NC | 04/2016 | 06/2017 |
| Charles Schwab & Co., Inc. | Charlotte | NC | 04/2016 | 06/2017 |
| Waldron Private Wealth | Bridgeville | PA | 06/2017 | 08/2018 |
| Unemployment | Pittsburgh | PA | 08/2018 | 01/2019 |
| Ameritas Investment Corp | Lincoln | NE | 01/2019 | Present |
| The Advisors Group Of Pittsburgh | Pittsburgh | PA | 01/2019 | Present |
| Western Pa Financial Ctr Dba Ameritas Financial Services Of Wpa | Pittsburgh | PA | 01/2019 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
Licensed as an Independent Insurance Agent to sell Fixed Insurance Products * The Advisors Group of Pittsburgh; same as branch; inv rel; employed through this group-an LLP for cost sharing and payroll; Agent; start date=01/2019; hrs/mo=140; trading hrs/mo=140; employed to assist and maintain a partner's day-to-day activities * Western PA Financial Center dba Ameritas Financial Services of WPA; Bldg 7 Parkway Center Ste 650, Pittsburgh PA 15220; inv rel; insurance agency; Insurance Agent; start date=01/2019; hrs/mo=2; trading hrs/mo=2; insurance, annuity, and retirement plan sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-22 |
Reach out to this advisor