Best Investors
Account
Sign in
830 West Causeway Approach Suite 1200, Mandeville, LA 70471 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-11-17 |
Branch Locations
830 West Causeway Approach Suite 1200, Mandeville, LA 70471 • United States
621 N. Robinson Ave Suite 100, Oklahoma City, OK 73012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephen, Inc. | Little Rock | AR | 05/2014 | 01/2017 |
| Unemployed | Little Rock | AR | 01/2017 | 01/2018 |
| Argent Trust | Oklahoma City | OK | 01/2018 | Present |
| Orleans Capital Management | Oklahoma City | OK | 10/2025 | Present |
Name of other business: Argent Trust Is business Investment related: Yes Address of other business: 621 N. Robinson Ave , Suite 100, Oklahoma City, OK 73012 Nature of other business: Trust Company Your position: Senior Portfolio Manager Start date of relationship: 01/01/2018 Approx. # of hours /month devote to other business: 30; Number of hours devoted to other business during securities trading hours: 30.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-19 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-06 |
Reach out to this advisor