Best Investors
Account
Sign in
Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-10 |
| OK | RA | APPROVED | 2025-12-19 |
Branch Locations
901 S. Main Street Suite 7, Stillwater, OK 74074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Stillwater | OK | 11/2025 | Present |
| Wfgia | Stillwater | OK | 03/2017 | Present |
| Us Army | Fort Sill | OK | 09/2008 | 02/2017 |
| My Federal Retirement | Warr Acres | OK | 05/2025 | Present |
| United Financial Freedom | Draper | UT | 10/2022 | Present |
Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 1) My Federal Retirement Investment Related? NO 5601 NW 72nd Street | #304 | Warr Acres, OK 73132 Website Owner Start date 5/2025 8 hours per month, 0 hours per month during securities trading. Manage the website. 2) United Financial Freedom Investment Related? NO 120 East 13065 South | Draper, UT 84020 Debt consolidation software provider. Agent Start date 10/2022 No current activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-12-04 |
Reach out to this advisor