Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-03-25 |
| TX | RA | APPROVED | 2024-03-25 |
Branch Locations
422 South Dewey Ave, Bartlesville, OK 74003 • United States
419 S. Grand, Cherokee, OK 73728 • United States
100 S. Gateway Pl., Jenks, OK 74037 • United States
244 S. Gateway Pl, Jenks, OK 74037 • United States
1716 Main, Wakita, OK 73771 • United States
111 E. Grand, Tonkawa, OK 74653 • United States
220 N. Main, Helena, OK 73741 • United States
6303 Waterford Blvd., Oklahoma City, OK 73118 • United States
107 S. Main, Nash, OK 73761 • United States
6060 N Central Expy., Ste 138, Dallas, TX 75206 • United States
6120 S Yale Ave, Tulsa, OK 74136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Bartlesville | OK | 08/2003 | 03/2020 |
| Arvest Wealth Management | Bartlesville | OK | 03/2020 | 03/2024 |
| Gateway First Bank | Bartlesville | OK | 02/2024 | Present |
| Lpl Financial | San Deigo | CA | 03/2024 | Present |
1. 03/25/2024 - Gateway Private Wealth - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - Start date: 3/1/2024 120 Hrs/Mth - 6 Hrs During Trading. 2. 06/13/2025 - Gateway First Bank - Trust Department - Not Investment Related - Financial Institution Duty - At Reported Business Location(s)- Start Date:05/12/2025 - 20 Hrs/Mth - 10 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-29 |
Reach out to this advisor