Best Investors
Account
Sign in
Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-31 |
| AZ | RA | APPROVED | 2025-01-28 |
| KS | RA | APPROVED | 2025-01-20 |
| MO | RA | APPROVED | 2025-01-20 |
| TX | RA | APPROVED | 2025-01-20 |
| CA | RA | APPROVED | 2025-01-09 |
| OR | RA | APPROVED | 2025-01-09 |
| VA | RA | APPROVED | 2025-01-08 |
| WI | RA | APPROVED | 2025-01-08 |
| CO | RA | APPROVED | 2014-01-21 |
| OK | RA | APPROVED | 2005-08-25 |
Branch Locations
10900 Hefner Pointe Drive Suite 200, Oklahoma City, OK 73120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life | Oklahoma City | OK | 08/2005 | 05/2021 |
| Park Avenue Securities | Oklahoma City | OK | 08/2005 | 05/2021 |
| Guardian Life Insurance | Tulsa | OK | 05/2021 | Present |
| Park Avenue Securities | Tulsa | OK | 04/2021 | Present |
1. Insurance other than Guardian Life Insurance Broker Life, Long Term Care, and Disability insurance Start: 11/13/2014 Address: 100 East California Ave. Suite 400 Oklahoma City OK 73104 5 bus hrs per month Investment related 2. Eden Asset Management LLC Single member LLC used to establish payroll for administration assistant. Start: 01/01/2018 Address: 5955 W Whitetail Dr Edmond OK 73012 5 non bus hrs per month Not investment related 3. OK Insurance Department Continuing Education Committee We meet once a month to review CE programs submitted to the State. Start: 07/11/2018 Address: 100 East California Avenue #400 OKC OK 73104 Hrs per month - tot/bus: 4/2 Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-27 |
Reach out to this advisor