Best Investors
Account
Sign in
Best Investors
Account
Sign in
3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-26 |
| OK | RA | APPROVED | 2024-09-13 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
810 S. Cincinnati Ave., Ste. 600, Tulsa, OK 74119-1623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eide Bailly Advisors | Tulsa | OK | 03/2007 | Present |
| Eide Bailly Financial Services | Tulsa | OK | 03/2007 | Present |
| Eide Bailly Agency | Tulsa | OK | 03/2007 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 09/2015 | 07/2023 |
| Eide Bailly Securities | Tulsa | OK | 03/2007 | 07/2023 |
| Sequoia Financial Group, Llc | Akron | OH | 09/2024 | Present |
1.) EIDE BAILLY ADVISORS - RETIREMENT PLAN ADVISOR - REGISTERED INVESTMENT ADVISOR - TULSA, OK - SINCE 03/2007 - INVESTMENT RELATED 2.) EIDE BAILLY AGENCY - INSURANCE AGENT - NON-VARIABLE INSURANCE - TULSA, OK - SINCE 03/2007 - INVESTMENT RELATED 3.) EIDE BAILLY FINANCIAL SERVICES (HOLDING CO)- NO TITLE - TULSA, OK - SINCE 03/2007 - INVESTMENT RELATED 4.) SEQUOIA FINANCIAL GROUP, LLC - WEALTH ADVISOR - SINCE 09/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-09 |
Reach out to this advisor