Best Investors
Account
Sign in
Best Investors
Account
Sign in
136 S 4Th Street, Forest City, IA 50436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-05-29 |
Branch Locations
Bartlesville, OK • United States
136 S 4Th Street, Forest City, IA 50436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Dallas | TX | 10/2013 | 08/2022 |
| Primerica Financial Services | Dallas | TX | 10/2013 | 08/2022 |
| Walmart Stores Inc | Bentonville | AR | 06/2009 | 10/2017 |
| Terra Wealth Management, Llc | Bartlesville | OK | 10/2022 | 08/2025 |
| Sedgwick Claims Management Services | Bartlesville | OK | 10/2019 | Present |
| Oasis Advisors, Llc | Bartlesville | OK | 05/2025 | Present |
1) SEDGWICK CLAIMS MANAGEMENT SERVICES; NON-INVESTMENT RELATED; 117 W 5TH ST, BARTLESVILLE, OK, 74003; WORKERS COMPENSATION ADJUSTER; SUPERVISOR; 10/2019; APPX. 160 HRS/MNTH; SUPERVISION OF WORKERS COMPENSATION ADJUSTERS. 2) INSURANCE SALES; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-05 |
Reach out to this advisor