Best Investors
Account
Sign in
Best Investors
Account
Sign in
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2018-10-31 |
Branch Locations
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Omaha | NE | 01/1981 | 03/2017 |
| Unemployed | Omaha | NE | 03/2017 | 09/2017 |
| Nelson, Vandenburg & Campbell Wealth Management Group, Llc | Omaha | NE | 09/2017 | 09/2021 |
| Avior Wealth Management, Llc | Omaha | NE | 09/2021 | Present |
I*92121 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BOHRER PROPERTIES LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: OMAHA, NEBRASKA 68116 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OTHER, LLC MEMBER, SPOUSE IS ONLY OTHER MEMBER START DATE OF RELATIONSHIP: 4/4/2016 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LLC IS BEING ESTABLISHED FOR THE PURPOSE OF TITLING RENTAL PROPERTY THAT WE PURCHASE. MY SPOUSE AND I WILL BE THE ONLY MEMBERS OF THE LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-28 |
Reach out to this advisor