Best Investors
Account
Sign in
Best Investors
Account
Sign in
190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-05-28 |
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 |
|---|---|---|---|---|
| Cowabunga Bay | Henderson | NV | 03/2019 | 08/2019 |
| Petland | Henderson | NV | 01/2020 | 06/2021 |
| Animal Focus Vet | Henderson | NV | 06/2022 | 12/2022 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 07/2025 | 03/2026 |
| Lululemon | Oklahoma City | OK | 04/2023 | Present |
| Progressive Insurance | Oklahoma City | OK | 03/2025 | 07/2025 |
| Lululemon | Oklahoma City | OK | 12/2023 | 03/2025 |
| University Of Nevada | Las Vegas | NV | 08/2020 | 05/2024 |
| Coronado High School | Henderson | NV | 08/2016 | 05/2020 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
Retail sales associate ("Educator") for lululemon, a non-investment related retail apparel company. Responsibilities include restocking merchandise, providing customer service, and completing sales transactions using a point-of-sale system. This is a secondary employer. Approximately 64 hours per month are devoted to this activity, with zero hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-28 |
Reach out to this advisor