Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Sports Officials Assoc | Bennington | NE | 05/2015 | 10/2017 |
| Wayne State College | Wayne | NE | 08/2013 | 05/2017 |
| Dc Retirement Strategics | Omaha | NE | 10/2017 | 11/2017 |
| Principal Securities Inc | Elkhorn | NE | 11/2017 | 11/2024 |
| Dc Retirement Strategies | Elkhorn | NE | 04/2018 | 07/2024 |
| Principal Life Insurance Company | Elkhorn | NE | 07/2019 | 11/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 12/2024 | Present |
| Cetera Investment Advisers Llc | Omaha | NE | 12/2024 | Present |
1. OWNER OF MAVCO FINANCIAL; DBA FOR CETERA BUSINESS 2. YOUTH BASEBALL COACH; 4 HRS/WK. 3. MANAGE INCOME, EXPENSES AND FINANCIAL ASPECT OF SPOUSE'S COOKIE AND FLOWER BUSINESS; 3 HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-05 |
Reach out to this advisor