Best Investors
Account
Sign in
Best Investors
Account
Sign in
121 Ne 50Th Street, Oklahoma City, OK 73105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-07-18 |
| TX | RA | APPROVED | 2024-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merit Advisors, Inc. | Oklahoma City | OK | 01/2014 | Present |
| Oak Hills Securities, Inc. | Oklahoma City | OK | 11/2023 | Present |
Merit Advisors, Inc., investment-related, 121 NE 50th Street, Oklahoma City, OK 73105, investment adviser, Managing Partner, January 2014, 40 hours/mo, 30 hours during trading hours, manage investment model strategy High Street Property, LLC, non-investment-related, 121 NE 50th Street, Oklahoma City, OK 73105, real estate brokerage, Manager/Owner, June 2016 start date, 4 hours per month/4 hours during trading hours, occasionally act as broker on real estate transactions Grand Valley, LP, investment related, 3408 Red Rock Road, Oklahoma City, OK 73120, family investments, General Partner and Limited Partner, 2012, 4 hours per month/0 hours during trading hours, manage investments and bookkeeping Uptown Citizen, LLC, investment-related, 601 NW 23rd Street, Oklahoma City, OK 73103, owns commercial real estate, Manager, 2015, 4 hours per month/0 during trading hours, manage property and bookkeeping
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-30 |
| S65 | Uniform Investment Adviser Law Examination | 2003-06-13 |
Reach out to this advisor