Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-27 |
Branch Locations
13625 California St Ste 200 [Gl-Rbo], Omaha, NE 68154 • United States
1101 Galvin Rd S Bellevue, Bellevue, NE 68005 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Bellevue | NE | 04/2026 | Present |
| Wells Fargo Bank, Na | Bellevue | NE | 08/2022 | Present |
| Target | Omaha | NE | 11/2019 | 05/2022 |
| Hy-Vee | Omaha | NE | 10/2018 | 09/2019 |
| Full-Time Education | Omaha | NE | 01/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2026-06-15 |
Reach out to this advisor