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 | 2025-02-26 |
Branch Locations
12801 Pierce Street Suite 300, Omaha, NE 68144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renaissance Financial | Omaha | NE | 08/2023 | Present |
| Warrington Asset Management | Dallas | TX | 05/2019 | 04/2023 |
| Eventology Solutions | Dallas | TX | 07/2018 | 05/2019 |
| Activist Skincare | Dallas | TX | 05/2017 | 07/2018 |
| Knowles Law Firm | Omaha | NE | 09/2015 | 06/2018 |
| Creighton University - Athletic Department | Omaha | NE | 09/2014 | 05/2018 |
| Unemployed | Omaha | NE | 05/2023 | 07/2023 |
| Cetera Advisor Networks Llc | El Segundo | CA | 08/2023 | 10/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 8/2023 POSITION/TITLE/RELATIONSHIP: EXECUTIVE ASSISTANT, ASSISTANT TO FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: SUPPORT FINANCIAL ADVISOR; 2. NAME OF OTHER BUSINESS: PROJECT HARMONY; INVESTMENT RELATED: NO; ADDRESS: 11949 Q ST, OMAHA, NE 68137; NATURE OF BUSINESS: BOARD; START DATE: 2/2026; POSITION/TITLE/RELATIONSHIP: SERVICE LEAGUE BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1.5; APX NUMBER OF HOURS DURING TRADING HOURS: 1.5; BRIEF DESCRIPTION OF DUTIES: ASSIST IN FUNDRAISING EFFORTS AND ENHANCE PUBLIC AWARENESS AND UNDERSTANDING OF PROJECT HARMONY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-07 |
Reach out to this advisor