Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-19 |
| OK | RA | APPROVED | 2023-05-05 |
Branch Locations
3411 W. Rock Creek Rd, Suite 100, Norman, OK 73072 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Morgan Stanley | Norman | OK | 05/2012 | 01/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2018 |
| Raymond James Financial Services,Inc | Norman | OK | 01/2018 | 05/2023 |
| Raymond James Financial Services Advisors Inc. | Norman | OK | 02/2018 | 05/2023 |
| Concurrent Investment Advisors Dba Heartland Wealth Management | Norman | OK | 01/2018 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2023 | Present |
1) Concurrent Partners 1. Investment Related. 3411 W Rock Creek Rd, Suite 100, Norman, OK, 73072. Holding Company. Personal/Private Investment. 01/01/2021. Hrs/month 0-1 all during trading hours. Passive Investor. 2) Concurrent Investment Advisors DBA Heartland Wealth Management, LLC. 3351 W Rock Creek Rd Ste 130, Norman, OK, 73072. RIA /Business Owner. IAR / Owner/Proprietor. 01/01/2018. Hrs/month 160 all during trading hours. I run the business and maintain all operations. 3) Fixed Insurance. Investment Related. 3411 W Rock Creek Rd. Suite 100 Norman, OK 73072. Fixed/Traditional Insurance. Agent. 5/5/2023. Hrs/month 10 all during trading hours. Sales of fixed/traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-06 |
Reach out to this advisor