Best Investors
Account
Sign in
4366 5Th Avenue, Pace, FL 32571-1810 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-11-13 |
Branch Locations
4366 5Th Avenue, Pace, FL 32571-1810 • United States
8023 East 63Rd Place Suite 540, Tulsa, OK 74133 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Real Time Management, Llc | Tulsa | OK | 07/2012 | Present |
| Claraphi Advisory Network, Llc | Tulsa | OK | 03/2016 | 07/2021 |
| Coastal Investment Advisors | Wilmington | DE | 07/2021 | 06/2022 |
| Claraphi Advisory Network, Llc Dba Seelan Wealth Strategies | Tulsa | OK | 06/2022 | 10/2023 |
| Turner Financial Group, Inc. Dba Seelan Wealth Strategies | Pace | FL | 11/2023 | Present |
| Advanced Tax Consulting, Llc | Tulsa | OK | 04/2016 | Present |
| Green Hill Management | Tulsa | OK | 12/2019 | Present |
| West East International Marketing And Consulting, Llc | Tulsa | OK | 12/2019 | Present |
| S&Z Realty | Tulsa | OK | 01/2021 | Present |
1) GREEN HILL MANAGEMENT, NON INVESTMENT-RELATED, 8023 EAST 63RD PLACE, STE 540 TULSA, OK 74133, CONSULTANT, START DATE 12/18/2019, 2-3 HOURS PER WEEK DURING NON TRADING HOURS, ORGANIC CROP CONSULTING. 2) ADVANCED TAX CONSULTING, LLC, NON INVESTMENT-RELATED, 8023 EAST 63RD PLACE, STE 540 TULSA, OK 74133, CONSULTANT, START DATE 4/18/2016, 5 HOURS PER WEEK DURING NORMAL TRADING HOURS, PROVIDE TAX SERVICES. 3) WEST EAST INTERNATIONAL MARKETING AND CONSULTING, LLC, NON INVESTMENT-RELATED, 8023 EAST 63RD PLACE, STE 540 TULSA, OK 74133, BUSINESS CONSULTING, START DATE 12/18/2019, 1-3 HOURS PER MONTH NON DURING TRADING HOURS, AGRICULTURE INDUSTRY SECTOR. 4) REAL TIME MANAGEMENT, LLC, NON INVESTMENT-RELATED, 8023 EAST 63RD PLACE, STE 540, TULSA, OK 74133, OFFICE MANAGEMENT SERVICES, START DATE 7/6/2012, 5 HOURS PER MONTH DURING NON TRADING HOURS, OFFICE MANAGEMENT AND BOOKKEEPING SERVICES. 5) S&Z REALTY, NON INVESTMENT-RELATED, 8023 EAST 63RD PLACE, STE 540 TULSA, OK 74133, RENTAL PROPERTIES, START DATE 1/25/2021, 0 HOURS PER WEEK DURING NON TRADING HOURS. 6) FIXED INSURANCE SALES; 8023 EAST 63RD PLACE, STE 540 TULSA, OK 74133; FIXED ANNUITY AND UNIVERSAL/TERM LIFE INSURANCE; INSURANCE AGENT; 1-2 HOURS PER WEEK DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-17 |
Reach out to this advisor