Best Investors
Account
Sign in
17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pershing Llc | San Francisco | CA | 04/2011 | 06/2024 |
| Pershing Advisor Solutions Llc | San Francisco | CA | 05/2022 | 06/2024 |
| Fidelity Investments | Larkspur | CA | 06/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Brinker Capital Securities | King Of Prussia | PA | 06/2026 | Present |
| Brinker Capital Securities | King Of Prussia | PA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-24 |
| S66 | Uniform Combined State Law Examination | 2024-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-07 |
Reach out to this advisor