Best Investors
Account
Sign in
17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments Management Corp | Oaks | PA | 01/2016 | 07/2019 |
| Orion Portfolio Solutions | Omaha | NE | 01/2026 | Present |
| Clark Capital Management Group | Philadelphia | PA | 08/2019 | 04/2024 |
| Ategenos Capital | Berwyn | PA | 05/2024 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-27 |
Reach out to this advisor