Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-30 |
| OK | RA | APPROVED | 2019-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Insurance Co | Oklahoma City | OK | 11/2001 | Present |
| Metlife Securities Inc | Oklahoma City | OK | 11/2001 | Present |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 03/2017 |
| Mml Investors Services, Llc | Oklahoma City | OK | 03/2017 | 01/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2019 | Present |
1) Freeland Insurance DBA WATERCOLOR WEALTH MANAGEMENT, 6017 Shiloh Blvd., Oklahoma City, OK 73179 4/1/06, Owner AS INDEPENDENT INSURANCE AGENT THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES, FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL - 10/WK - 0/TRADING. 2) Southwest Property Management, LLC, 6017 Shiloh Blvd., Oklahoma City, OK 73179, Owner since 12/1/09,5/monthly, 0/trading. 3. FREELAND REAL ESTATE LLC, 6017 SHILOH BLVD, OKLAHOMA CITY, OK, 02/2010. OWNER, LLC THAT OWNS PROPERTY. NIR-1/YEARLY-0/TRADING. 4. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 5. FREELAND INSURANCE, LLC DBA FREELAND WEALTH MANAGEMENT, 6017 Shiloh Blvd, Oklahoma City OK 73179, United States, START DATE 04/2006, Owner, Insurance/Benefits/Human Resources, NIR, 40 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-28 |
Reach out to this advisor