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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-14 |
| OK | RA | APPROVED | 2024-01-02 |
Branch Locations
101 Park Avenue, Ste 405, Oklahoma, OK 73102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Capital Management Company | Oklahoma City | OK | 07/2007 | 01/2024 |
| Country Insurance Affiliates | Oklahoma City | OK | 07/2007 | 01/2024 |
| Country Trust Bank | Oklahoma City | OK | 01/2023 | 01/2024 |
| Lpl Financial Llc | Oklahoma | OK | 01/2024 | Present |
1) 11/21/2023 - OAK Wealth Advisors lnc - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 100 Hours per month. 2) 04/24/2025 - Oak Insurance Services, Inc. - Investment Related - Insurance Agency - At reported business location(s) - Start Date:06/01/2025 - 20 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-07-07 |
Reach out to this advisor