Best Investors
Account
Sign in
Best Investors
Account
Sign in
17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Encor | Omaha | NE | 10/2004 | 10/2017 |
| Cls Investments, Llc | Omaha | NE | 12/2016 | 12/2018 |
| Orion Portfolio Solutions | Omaha | NE | 01/2019 | Present |
DUET Supported Living Professional Start Date: 3.12.2020 A person with Developmental Disabilities resides with family and provides medical and other support needs. 4715 S 132nd Street Omaha NE, 68137 0 hours during trading hours. Not investment related Compensated Relevant Community Center Setup crew/Support https://www.relevantcommunity.org/therelevantcenter 10 hours / month None during trading hours Not investment related Compensated Start Date: 11.15.2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-18 |
Reach out to this advisor