Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-07 |
| NE | RA | APPROVED | 2026-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seward High School | Seward | NE | 08/2014 | 06/2018 |
| University Of Nebraska-Lincoln | Lincoln | NE | 06/2018 | 08/2022 |
| Woodbury Financial Services Inc | Lincoln | NE | 08/2022 | 01/2024 |
| Osaic Wealth, Inc. | Lincoln | NE | 01/2024 | 02/2024 |
| Dew Wealth Management | Scottsdale | AZ | 02/2024 | 10/2025 |
| Strategic Legacy Advisors | Lincoln | NE | 01/2026 | Present |
| Osaic Wealth Inc | Lincoln | NE | 01/2026 | Present |
1. RJ RUTH ENTERPRISES POSITION: Employee NATURE: Traditional insurance products (Corporation - Employee) INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 20 START DATE: 01/07/2026 ADDRESS: 875 S 48th St, Lincoln NE 68510, United States DESCRIPTION: Assist with traditional insurance products (including Crump Brokerage Services) 2. STRATEGIC TAX MANAGEMENT POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 01/02/2026 ADDRESS: 1401 N 56th St, Lincoln NE 68504, United States DESCRIPTION: I help prepare tax returns during tax season for a salary. 3. STRATEGIC LEGACY ADVISORS POSITION: Registered Representative NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/26/2026 ADDRESS: 875 S 48th St, Lincoln NE 68510, United States DESCRIPTION: DBA 4. CTR ENTERPRISES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/17/2026 ADDRESS: 875 S 48th St, Lincoln NE 68510, United States DESCRIPTION: Sales of fixed annuities, disability, health, life, employee benefits and LTC products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-27 |
Reach out to this advisor