Best Investors
Account
Sign in
Best Investors
Account
Sign in
33 Bloomfield Hills Parkway Suite 255, Bloomfield Hills, MI 48304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-02-10 |
Branch Locations
2309 S. Kelly Ave Ste. 100, Edmond, OK 73013 • United States
33 Bloomfield Hills Parkway Suite 255, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aon | New York City | NY | 09/2019 | Present |
| Midfirst Bank | Oklahoma City | OK | 06/2017 | 09/2019 |
| Chase | Oklahoma City | OK | 08/2016 | 06/2017 |
| Aon Securities Llc | New York | NY | 09/2019 | 11/2021 |
| University Of Central Oklahoma | Edmond | OK | 08/2013 | 05/2018 |
| Aon | New York | NY | 08/2018 | 10/2021 |
| Midfirst Bank | Oklahoma City | OK | 12/2021 | 12/2024 |
| Axis Financial | Edmond | OK | 01/2025 | Present |
| Cirrus Capital Llc | Bloomfield Hills | MI | 02/2026 | Present |
AXIS FINANCIAL; INVESTMENT RELATED; EDMOND, OK; LIFE INSURANCE PRODUCER; USED LIFE INSURANCE INCIDENTALLY TO PROVIDE HOLISTIC FINANCIAL ADVICE; JANUARY 2025; 20 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-30 |
Reach out to this advisor