Best Investors
Account
Sign in
Best Investors
Account
Sign in
375 N Stephanie St #20, Henderson, NV 89014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-05-11 |
| CA | RA | APPROVED | 2026-04-30 |
| NV | RA | APPROVED | 2026-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Management And Research, Inc | Henderson | NV | 05/2004 | 03/2026 |
| American National Insurance | Henderson | NV | 07/2003 | 10/2024 |
| Oak Bay Insurance Llc | Henderson | NV | 10/2024 | Present |
| Oak Bay Financial, Llc | Henderson | NV | 08/2025 | Present |
1. SECURE FAMILY FINANCIAL-Y-HENDERSON, NV-CORPORATE STRUCTURE-OWNER-01/2013-0-0-CORPORATE STRUCTURE. 2. AMERICAN NATIONAL-Y-HENDERSON,NV-INSURANCE-AGENT-06/2003-160-8-INSURANCE SALES. 3. RENTAL PROPERTY-N-HENDERSON, NV-RENTAL PROPERTY-OWNER-03/2015-1-0-OWNS A RENTAL PROPERTY. 4. OAKBRIDGE GROUP- N- HENDERSON, NV- BUILDING- OWNER/MANAGER- 08/2022- 2- 2- OWN AND MANAGE BUILDING PROPERTY. 5. POWER BUILT HORSES LLP- N- HENDERSON, NV- OWNER/MANAGER- 01/2022- 20- 5- BUY, SELL, AND TRAIN HORSES. 6. HOUSE OF CHAMPIONS FOUNDATION- N- HENDERSON, NV- OFFICER- 06/2022- 1- 1- NON PROFIT ORGANIZATION SERVING THE DISABLED AND AMPUTEE COMMUNITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-07 |
Reach out to this advisor