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
3401 Village Drive Ste 202, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Lincoln | NE | 08/2014 | 04/2018 |
| Mutual Of Omaha Insurance Company | Lincoln | NE | 04/2012 | 04/2018 |
| Rick Curtis | Lincoln | NE | 01/2006 | Present |
| Wilderness Ridge | Lincoln | NE | 08/2016 | 04/2018 |
| Securities America, Inc. | Lincoln | NE | 04/2018 | 06/2024 |
| Securities America Advisors | Lincoln | NE | 04/2018 | 06/2024 |
| Osaic Wealth, Inc. | Lincoln | NE | 06/2024 | Present |
| Osaic Wealth, Inc. | Lincoln | NE | 06/2024 | Present |
1. Securities America Advisors Position: Registered Office Assistant Nature: Advisory Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 04/23/2018 Address: 3401 VILLAGE DRIVE STE 202, Lincoln NE 68516 DESCRIPTION: Split cases with Rick for health insurance and group insurance. 2. FUTURITY FIRST POSITION: Assistant NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/23/2018 ADDRESS: 3401 VILLAGE DRIVE STE 202, Lincoln NE 68516 DESCRIPTION: A few amount of insurance sales 3. CURTIS FINANCIAL SERVICES, LLC POSITION: Assistant NATURE: Administrative tasks for an agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 04/01/2019 ADDRESS: 3401 VILLAGE DRIVE STE 202, Lincoln NE 68516 DESCRIPTION: No selling. All administrative tasks. 44. WITHIN BODY HEALING POSITION: Owner NATURE: Holistic healing of the body. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: 2425 S 33rd Street, Lincoln NE 68506, United States DESCRIPTION: Help people to rebalance their bodies and remove toxicities by following lifestyle changes, protocols and using Functional Medicine labs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-02 |
Reach out to this advisor