Best Investors
Account
Sign in
Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-28 |
| MT | RA | APPROVED | 2025-05-22 |
| OR | RA | APPROVED | 2023-09-26 |
| MA | RA | APPROVED | 2022-05-10 |
| NC | RA | APPROVED | 2022-03-11 |
| AR | RA | APPROVED | 2021-03-16 |
| CA | RA | APPROVED | 2021-03-12 |
| MN | RA | APPROVED | 2021-03-12 |
| NY | RA | APPROVED | 2021-02-14 |
| WI | RA | APPROVED | 2020-04-28 |
| IA | RA | APPROVED | 2019-11-04 |
| FL | RA | APPROVED | 2019-10-31 |
| NV | RA | APPROVED | 2019-02-20 |
| AL | RA | APPROVED | 2015-10-19 |
| LA | RA | APPROVED | 2012-08-13 |
| NM | RA | APPROVED | 2012-01-04 |
| TX | RA | APPROVED_RES | 2008-09-11 |
| KS | RA | APPROVED | 2005-11-28 |
| NJ | RA | APPROVED | 2004-10-21 |
| OK | RA | APPROVED | 2004-10-21 |
Branch Locations
100 Ne 5Th Street 1St Floor, Oklahoma City, OK 73104 • United States
100 Ne 5Th Street 1St Floor, Oklahoma City, OK 73104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Hockey League | Phoenix | AZ | 10/1993 | Present |
| Valic Financial Advisors, Inc. | Edmond | OK | 07/2004 | Present |
| Agia | Houston | TX | 12/2022 | Present |
Angel House on Grand. 59701 E307Ln, Grove, OK 74344. Non investment-related. Commenced this activity 3/8/2018. 50% owner of rental with no duties. 5% hours/month is devoted to this activity with none during securities trading hours. USA HOCKEY REFEREE POSITION: referee NATURE: Referee hockey games. This activity occurs on weekends and not during business hours. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/25/2019 ADDRESS: 1775 Bob Johnson, Colorado Springs CO 80906, United States DESCRIPTION: Referee hockey games. NOTARY POSITION: notary NATURE: notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/21/2020 ADDRESS: 22500 Graces Ter, Edmonda OK 73025, United States DESCRIPTION: notary AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products OCCC POSITION: Consultant NATURE: OSRHE ( Oklahoma State Regents For Higher Education) requires advisory boards for each Division. The role of the advisor is to provide input on how to improve OCCC degree programs. Since this is for the BIT (Business and Information Technology) Division I will be providing input on our Business Degree Programs. The position has no compensation and meets twice a year anywhere from 1- 2 hours per meeting. I will not be making any investment recommendations, this is purely to improve our BIT curriculum so that it is relevant to the workforce needs. Let me know if you need more information. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2024 ADDRESS: 7777 S. May ave, Oklahoma City OK 73159, United States DESCRIPTION: OSRHE ( Oklahoma State Regents For Higher Education) requires advisory boards for each Division. The role of the advisor is to provide input on how to improve OCCC degree programs. Since this is for the BIT (Business and Information Technology) Division I will be providing input on our Business Degree Programs. The position has no compensation and meets twice a year anywhere from 1- 2 hours per meeting. I will not be making any investment recommendations, this is purely to improve our BIT curriculum so that it is relevant to the workforce needs. Let me know if you need more information.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-07 |
Reach out to this advisor