Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Elkhorn | NE | 05/2003 | Present |
| Waddell & Reed, Inc | Omaha | NE | 08/2011 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Elkhorn | NE | 10/2011 | 07/2021 |
| Skyline Solutions | Elkhorn | NE | 06/2017 | Present |
| Expanse Wealth Management (Dba) | Elkhorn | NE | 09/2017 | 12/2018 |
| Skyline Woods Home Owners Assoc | Elkhorn | NE | 08/2020 | Present |
| Lpl Financial, Llc | Omaha | NE | 07/2021 | Present |
1. 07/21/2021 - Cornerstoner Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 07/21/2021 - Skyline Solutions - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Sole Owner. 3. 9/13/2021 - Skyline Solutions - Investment Related - At Reported Business Location(s) - Other-Notary - Started 06/30/2020 - 1 Hour Per Month During Securities Trading - Notarize documents for clients as needed. 4. 09/06/2023 - No Business Name - Investment Related - Home Based; Elkhorn NE 68022 - Real Estate Rental - 04/23/2020 - 1 Hours Per Month 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-14 |
Reach out to this advisor