Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 Tradecenter Suite 3990, Woburn, MA 01801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-12-02 |
| TX | RA | APPROVED_RES | 2022-04-28 |
Branch Locations
2524 N Broadway Suite 335, Edmond, OK 73071 • United States
400 Tradecenter Suite 3990, Woburn, MA 01801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cape Investment Advisory, Inc. | Mcdonough | GA | 08/2017 | 12/2021 |
| Cape Securities, Inc. | Mcdonough | GA | 08/2017 | 12/2021 |
| Wbb Securities, Llc. | Oklahoma City | OK | 11/2016 | 07/2017 |
| Keystone Capital, Inc. | Edmond | OK | 12/2014 | 10/2016 |
| Integrity Financial Advisors, Llc | Edmond | OK | 01/2022 | Present |
DBA FOR SECURITIES BUSINESS: ROBERTS FINANCIAL PARTNERS GROUP, INVESTMENT RELATED: INSURANCE, 2524 N. BROADWAY SUITE 335, EDMOND, OK 73034,NATURE: MAY FROM TIME TO TIME OFFER FIXED INSURANCE PRODUCTS, POSITION: SALESPERSON/OWNER, START DATE: 01/09/2015, HOURS/MO: 120, HOURS/MO DURING MARKET HOURS: 90, DESCRIPTION: RR/IAR WITH AMERICAN GLOBAL WEALTH MANAGEMENT/CAPE INVESTMENT ADVISORY, FIXED INSURANCE SALES OCCASIONALLY Name: SafeInsure Plus, LLC (dba SafeInsure+) 2524 N. BROADWAY SUITE 335 EDMOND OK 74361 Owner, Start Date: 11/16/16, Hours/month: 40, During securities trading hours: yes, Duties: Oversee agency Bell & Associates: Sells life insurance 10 hours a month 14425 N 7th Street #101 Phoenix, AZ 85022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-05 |
Reach out to this advisor