Best Investors
Account
Sign in
Best Investors
Account
Sign in
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firstpurpose Wealth | Orem | UT | 12/2021 | 02/2024 |
| Mountain America Credit Union | Spanish Fork | UT | 12/2020 | 12/2021 |
| Prominence Natural Stone | Payson | UT | 11/2019 | 12/2020 |
| Helo-Wood Helicopter | Tremonton | UT | 08/2019 | 11/2019 |
| The Church Of Jesus Christ Of Latter-Day Saints | Salt Lake City | UT | 08/2017 | 08/2019 |
| School | Perry | UT | 01/2012 | 08/2017 |
| Cwm, Llc | Omaha | NE | 02/2024 | Present |
| Ars Investment Advisors, Inc. | Kaysville | UT | 02/2024 | 08/2026 |
| Crest Financial Partners | Kaysville | UT | 08/2026 | Present |
FIXED INSURANCE NATURE: Insurance START: 06/07/2024 APPX. HRS/MONTH: 2 APPX HRS/MONTH DURING TRADING HOURS: <1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-19 |
Reach out to this advisor