Best Investors
Account
Sign in
Best Investors
Account
Sign in
101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-11 |
Branch Locations
3030 Nw Expressway Suite 875, Oklahoma City, OK 73112 • United States
101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Oklahoma City | OK | 04/2019 | 01/2026 |
| Nylife Securities Llc | Oklahoma City | OK | 01/2020 | 01/2026 |
| Psychiatric Care Solutions | Oklahoma City | OK | 02/2014 | 03/2019 |
| Sri Financial, Llc D.B.A. Journey Financial Strategies | Oklahoma City | OK | 09/2019 | 01/2026 |
| Eagle Strategies Llc | Oklahoma City | OK | 09/2020 | 01/2026 |
| Plan Group | Oklahoma City | OK | 01/2026 | Present |
| Accountable | Oklahoma City | OK | 01/2026 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS through Ash Brokerage; 10416 Greenbriar Pkwy Suite C, OKC. OK. 73159; Start Date 11/2022; Role/Title: Insurance Broker; Investment Related; 80 hours per month; 80 hours per month during securities trading hours] [Collaborative Insurance Solutions LLC; Offering property & casualty insurance advice and sales.; 10416 Greenbriar Pkwy Suite C, OKC. OK. 73159; Start Date 12/2022; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive owner]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-10 |
Reach out to this advisor