Best Investors
Account
Sign in
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-07-31 |
Branch Locations
124 Nw Tenth Street, Oklahoma City, OK 73103 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Oklahoma City | OK | 04/2015 | 12/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2015 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 10/2017 | 09/2018 |
| First Liberty Bank | Oklahoma City | OK | 12/2006 | 10/2017 |
| Morgan Stanley Smith Barney Llc | Oklahoma City | OK | 10/2018 | 07/2025 |
| Mercer Global Advisors Inc. | Oklahoma City | OK | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-10 |
Reach out to this advisor