Best Investors
Account
Sign in
Best Investors
Account
Sign in
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-19 |
Branch Locations
1200 N. Federal Hwy. Ste. 200, Boca Raton, FL 33432 • United States
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Boca Raton | FL | 05/2016 | 06/2017 |
| Slatestone Wealth, Llc | Boca Raton | FL | 06/2017 | 10/2020 |
| Unemployed | Boca Raton | FL | 10/2020 | 03/2021 |
| American Portfolios Financial Services | Boca Raton | FL | 04/2021 | 09/2022 |
| Mutual Advisors, Llc. | Omaha | NE | 09/2022 | Present |
1. Fixed Life Insurance Agent, Start Date: 02/10/2016, 20113 N Key Dr., Boca Ratan, FL 33498, Sole Proprietor, Life Insurance Licensed Agent, Licensed Insurance Agent, I am reporting this OBA as I hold the 215 Insurance license but do not engage in selling any insurance products, I send those cases to other advisors or agents and will update Mutual if I decide to suddenly sell insurance products, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-17 |
Reach out to this advisor