Best Investors
Account
Sign in
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-05-05 |
| TX | RA | APPROVED | 2026-05-05 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
307 Se Frank Phillips Blvd., Bartlesville, OK 74003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dominion Investor Services, Inc. | San Antonio | TX | 03/2001 | 06/2023 |
| First Investment Corporation | Bartlesville | OK | 03/2001 | Present |
| Calton & Associates | Tampa | FL | 06/2023 | 05/2026 |
| Farther | Bartlesville | OK | 05/2026 | Present |
FIRST INVESTMENT CORPORATION, RIA, FINANCIAL PLANNING FIRM, 30-40 HOURS/WK, 307 SE FRANK PHILLIPS BLVD, BARTLESVILLE, OK; T2T, LLC, NOT INVESTMENT RELATED, 1049 NE WASHINGTON BLVD, BARTLESVILLE, OK 74006, REAL ESTATE RENTALS, OWNER, STARTED 07/01/2009, PURCHASE PROPERTIES/MAINTAIN/RENT PROPERTIES, 40+ HOURS/MO, 0-10 HOURS/MO DURING TRADING; T2T HOME, LLC, NOT INVESTMENT RELATED, 1049 NE WASHINGTON BLVD, BARTLESVILLE, OK 74006, REAL ESTATE RENTALS, 09/23/2021, PURCHASE PROPERTIES/MAINTAIN/RENT PROPERTIES, 40+ HOURS/MO, 0-10 HOURS/MO DURING TRADING; CO-TTEE OF THE CHERYL A GREEN REVOCABLE TRUST, DTD 05/05/05, WHICH IS A MINORITY SHAREHOLDER OF DOMINION FINANCIAL SERVICES, INC (DFS), MINORITY OWNER. OKLAHOMA LICENSED REAL ESTATE SALES ASSOCIATE 11/7/2017, ASSIST INDIVIDUALS TO LIST/BUY/SELL REAL ESTATE 10-60 HOURS/MO, 0-10 HOURS DURING TRADING; TAP OUTSOURCING LLC, 10/2020, BOOKKEEPING & ACCOUNTING, 307 SE FRANK PHILLIPS BLVD, BARTLESVILLE, OK 74003, 0-5 HOURS/MO, 0-5 HOURS/MO DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-17 |
Reach out to this advisor