Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance Services Northwest Inc | Enid | OK | 06/2011 | Present |
| Voya Financial Advisors, Inc. | Enid | OK | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Select Wealth Management Llc | Enid | OK | 01/2026 | Present |
1) NAME OF ENTITY:NAIFA - NW Oklahoma; No; 5613 N OAKWOOD; ENID; OK; 73703; Advocacy Group; Member; 7/1/2011; 1; 0; Attend meetings. 2) NAME OF ENTITY:Insurance Services Northwest, Inc.; Yes; 5613 N OAKWOOD RD; ENID; OK; 73703; FINANCIAL SERVICES/DBA; OWNER; 6/1/2011; 160; 160; SALE AND SERVICE OF INSURANCE,SECURITIES AND INVESTMENT PRODUCTS. 3)NAME OF ENTITY:Oakwood Retirement Village; No; 5801 N. OAKWOOD; ENID; OK; 73703; Retirement Home; Secretary of Board; 1/1/2010; 2; 0; Take minutes during board meetings. 4)NAME OF ENTITY:Oklahoma Bible Academy; No; 5913 W. CHESTNUT; ENID; OK; 73703; Non-Profit; Board Member; 1/1/2012; 2; 0; Attend meetings, create policy and to carry out the functions of the school in keeping with its stated purpose. 5)NAME OF ENTITY: Independent Insurance Agent; Yes; 5613 N OAKWOOD RD; ENID; OK; 73703; Fixed Insurance Sales; Independent Insurance Agent; 7/6/2015; 160; 0; Sale of fixed insurance products. 6)NAME OF ENTITY:KCL Enterprises LLC; No; 6119 W Lake Hellums; Enid; OK; 73703; This is a dormant LLC, that I will be reactivating. It will plan on a small passive investment in a new company called EightTwenty, LLC. This company will be providing solar panels for homes.; Member; 2/1/2021; 0; 0; none 7) NAME OF OTHER BUSINESS: SELECT WEALTH MANAGEMENT, PC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, TAX, INVESTMENTS START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, PRESIDENT APX NUMBER OF HOURS PER WEEK: 10, DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 8) NAME OF OTHER BUSINESS: SELECT WEALTH MANAGEMENT LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 1/1/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES, INVESTMENTS, TAXES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-11 |
Reach out to this advisor