Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1995-08-17 |
| OK | RA | APPROVED | 1995-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tulsa | OK | 11/1994 | Present |
| Bank Of America,N.A. | Tulsa | OK | 06/2011 | Present |
I*392859Entity Type: CharitableName of OBA: Parent Child Center of TulsaAddress:Tulsa, OKInvestment Related:No Position, Title, Association:Board Member,OfficerStart Date:07/01/2024No Hours: 50 YearlyNo Hours during trading:25Duties:Will be an executive committee member of the Board of Directors for the Parent Child Center of Tulsa serving as Board Chair for the next Board cycle of 1 year beginning July 1, 2024. This is a non-profit organization that is designed to prevent child abuse.I*123253For profit or not for profit: Non-Profit OrganizationName of outside business organization: Tulsa Christian Education Corp. Holding CompanyInvestment related: NAddress of business:Tulsa, Oklahoma 74136Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 5/1/2019Number of hours devoted: 2 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: The holding company for Metro Christian Academy assetsI*68682For profit or not for profit: Non-Profit OrganizationName of outside business organization: Indian Nations Council - Boy Scouts of AmericaInvestment related: NAddress of business:Tulsa, Oklahoma 74146Nature of business: Charitable Organization,Position, title, association: Director, Start date of relationship: 1/1/2014Number of hours devoted: 12 hour(s) AnnuallyNumber of hours devoted during trading hours: 6Duties: Member at Large for the Board of Directors and serve in the capacity of Chair of the Friends of Scouting Campaign I*1805259, Entity Type, Name of OBA:Hunter's Hills Homeowners association/Architecture commitee Address:Tulsa, OK 74137 Investment Related:No Position, Title, Association:Committee Employee Start Date:6/1/24 No Hours:1 hr monthly No Hours during trading:0 Duties:Review building proposals from current owners within the neighborhood association, to make sure that any proposed renovations, buildings or corrections are in alignment with the homeowner's association covenants. I*2215358, Entity Type: , Name of OBA: Bevelhymer Dynasty Trust , Address: Fort Worth, Texas, 76132, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 01-Jan-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-20 |
Reach out to this advisor