Best Investors
Account
Sign in
Best Investors
Account
Sign in
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-15 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
8310 S. Valley Hwy, Centennial, CO 80112 • United States
7705 Ralston Rd, Arvada, CO 80002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carson Group | Omaha | NE | 06/2023 | 08/2023 |
| Valorem Financial | Arvada | CO | 06/2024 | 09/2025 |
| University Of Texas At El Paso | El Paso | TX | 08/2020 | 05/2021 |
| Valorem Financial | Arvada | CO | 09/2025 | Present |
| Cwm, Llc | Omaha | NE | 09/2025 | Present |
| Franklin High School | El Paso | TX | 08/2015 | 05/2017 |
| Cherry Creek High School | Greenwood Village | CO | 08/2017 | 05/2020 |
| University Of Texas - Austin | Austin | TX | 08/2020 | 05/2024 |
FIXED INSURANCE NATURE: Insurance START: 03/18/2024 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: N/A NATURE: Notary START: 01/06/2025 POSITION: Notary APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Notarize client documents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-07 |
Reach out to this advisor