Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-13 |
| OK | RA | APPROVED | 2009-01-02 |
Branch Locations
131 East Main St Suite 203, Norman, OK 73069 • United States
Yukon, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Oklahoma City | OK | 07/2003 | Present |
| Raymond James Financial Services Advisors, Inc | Norman | OK | 01/2009 | Present |
| Strong Buy Llc | Yukon | OK | 03/2005 | Present |
(1) 9716 Eastblake Place, Yukon, OK, 73099, Non-variable Insurance P/T: Agent I/R: Yes P/T: 04/30/2008 HPM: 0-1 HPM during trading hours: 0-1 Duties: I have been an independent agent for UHC to offer medicare health and drug plans to clients and prospects as needed (2) 9716 Eastblake Place, Yukon, OK, 73099, Non-variable Insurance P/T: Agent I/R: Yes P/T: 04/26/2026 HPM: 0-1 HPM during trading hours: 0-1 Duties: I am an agent for Humana to offere health insurance plans for medicare recipients (3) Aetna 9716 Eastblake Pl, Yukon, OK, 73099, Non-variable Insurance P/T: Agent I/R: Yes P/T: 11/20/2016 HPM: 0-1 HPM during trading hours: 0-1 Duties: Agent to offer Medicare supplement and health policies (4) Banner insurance 131 E Main St Ste 203, Norman, OK, 73069, Non-variable Insurance P/T: Agent I/R: Yes P/T: 08/16/2021 HPM: 0-1 HPM during trading hours: 0-1 Duties: offering banner term insurance throu NAUTIC financial group. Nautic is already listed as approved OBA. I am adding Banner under their agency and wanted to make sure I listed it here as well (5) Blue-Cross & Blue Shield of Texas 9716 Eastblake Place, Yukon, OK, 73069, Non-variable Insurance P/T: Agent I/R: Yes P/T: 05/01/2023 HPM: 0-1 HPM during trading hours: 0-1 Duties: I will offer health insurance policies as needed to clients in texas (6) Collectibles Insurance Services, LLC 9716 Eastblake Place, Yukon, OK, 73099, Non-variable Insurance P/T: Agent I/R: Yes P/T: 07/10/2014 HPM: 0-1 HPM during trading hours: 0-1 Duties: I will offer property insurance policies for clients and prospects...NO casualty policies at this time. (7) GHS General Insurance Agency (Blue Cross & Blue Shield of Oklahoma) 9716 Eastblake Pl, Yukon, OK, 73099, Non-variable Insurance P/T: Agent I/R: Yes P/T: 05/13/2007 HPM: 0-1 HPM during trading hours: 0-1 Duties: I offer invididual and group health insurance thru Blue Cross-Blue Shield of Oklahoma. (8) Nautic Oklahoma, LLC 131 E Main St Ste 203, Norman, OK, 73069, Non-variable Insurance P/T: Agent I/R: Yes P/T: 08/25/2015 HPM: 0-1 HPM during trading hours: 0-1 Duties: I will be an agent for NON variable life insurance policies...they use multiple vendors (9) Strong Buy LLC 9716 Eastblake Place, Yukon, OK, 73099, Support Company - Owner P/T: Other I/R: No P/T: 02/28/2005 HPM: 0-1 HPM during trading hours: 0-1 Duties: suport company (10) Symetra Life Insurance co 9716 Eastblake place, Yukon, OK, 73099, Non-variable Insurance P/T: Agent I/R: Yes P/T: 04/26/2026 HPM: 0-1 HPM during trading hours: 0-1 Duties: Symetra bought or merged with Dearborn Life. This is a name change for disability insurance poliices offered through my blue cross& blue shield health insurance plans as the default provider of those benefits if anyone selects them when they create a new group health plan. I will delete or end the Dearborn life at the next review when it comes up.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-19 |
Reach out to this advisor