Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridges Investment Management, Inc. | Omaha | NE | 03/2020 | 09/2022 |
| Verizon Media | Omaha | NE | 07/2018 | 02/2020 |
| Bland & Associates | Omaha | NE | 01/2017 | 06/2018 |
| The Players Club Golf And Country Club | Omaha | NE | 02/2011 | 12/2016 |
| Tenaska Marketing Ventures | Omaha | NE | 08/2022 | 01/2023 |
| Bridges Investment Management, Inc. | Omaha | NE | 01/2023 | 11/2024 |
| Lincoln Investment | Fort Washington | PA | 12/2024 | 01/2026 |
| University Of Nebraska At Omaha | Omaha | NE | 08/2013 | 05/2018 |
| Creighton University | Omaha | NE | 08/2019 | 08/2021 |
| Raymond James Financial Services Advisors, Inc. | Omaha | NE | 01/2026 | Present |
| Raymond James Financial Services, Inc. | Omaha | NE | 01/2026 | Present |
| Bluejay Banter | Omaha | NE | 10/2025 | Present |
(1)Name of Business: Address: 9839 S 168th Ave Suite 2B, Omaha , NE, 68136-1113, United States Activity Type: Referral Fees Position/Title: Other Investment Related: No Start Date: 12/10/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Role in relation to activity: Partner\n\nWe partner with Eric Luebbe and we own 40% of all the business we send to him on revenue and ownership. We do not own any part of Eric Luebbe insurance agency, just the revenue that we generate from his business from our clients. (2)Name of Business: Croker & Associates Address: 9839 S 168th Ave Suite 2B, Omaha, NE, 68136-1113, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/10/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in relation to activity: Owner/Proprietor; This is our main practice LLC that we run all revenues and expenses through. (3)Name of Business: Croker Group Address: 9839 S 168th Ave Suite 2B, Omaha, NE, 68136-1113, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/10/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in relation to this activity: Owner/Proprietor\nThis is a DBA for Croker & Associates and how we hold ourselves out to the public. (4)Name of Business: Croker Properties, LLC Address: 9839 S 168th Ave Suite 2B, Omaha, NE, 68136-1113, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/10/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5)Name of Business: St. Patricks - Elkhorn Investment Committee Address: 18602 W Maple Rd, Elkhorn, NE, 68022, United States Activity Type: Non profit Position/Title: Subcommittee Member Investment Related: Yes Start Date: 02/18/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sit on my parish / school investment committee
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-02 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-17 |
Reach out to this advisor