Best Investors
Account
Sign in
190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-04-09 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
9108 N Kelley Avenue, Oklahoma City, OK 73131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exencial Wealth Advisors | Oklahoma City | OK | 09/2024 | 03/2026 |
| Forvis Mazars | Oklahoma City | OK | 09/2021 | 09/2024 |
| Love's Travel Stops | Oklahoma City | OK | 06/2020 | 01/2021 |
| Blusource School Supplies | Guthrie | OK | 05/2019 | 12/2019 |
| American Fidelity | Oklahoma City | OK | 09/2018 | 12/2018 |
| Oklahoma Christian University | Edmond | OK | 08/2017 | 05/2021 |
| Oklahoma Christian University | Edmond | OK | 06/2017 | 08/2017 |
| Not Applicable | Edmond | OK | 05/2021 | 09/2021 |
| Oklahoma Christian Academy High School | Edmond | OK | 08/2014 | 05/2017 |
| Savant Wealth Managment | Rockford | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-24 |
Reach out to this advisor