Best Investors
Account
Sign in
Best Investors
Account
Sign in
Henrico, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-04-15 |
| TX | RA | APPROVED | 2025-04-14 |
| KS | RA | APPROVED | 2025-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usa Financial Securities | Ada | MI | 03/2014 | 06/2017 |
| Motiv8 Investments Llc | 22113 W. 83Rd St., Shawnee | KS | 06/2017 | 01/2022 |
| Owlfi Ria Llc | Lenexa | KS | 05/2021 | 12/2024 |
| Sphinx Investments Llc | Richmond | VA | 12/2024 | Present |
1) Owner of OWLFI Inc. since 09/2003, a non-investment related holding company (previously used as a tax entity established for accounting purposes) located in Shawnee, KS, an activity which generally requires less than 5 hours per month outside of regular business hours. 2) Owner of OWLFI Advisors Inc. since 11/2020, a non-investment related tax entity established for accounting purposes located in Shawnee, KS, an activity which generally requires less than 5 hours per month outside of regular business hours. 3) Co-Owner of OWLFI Holdings LLC since 11/2020, a non-investment related real estate holding company located in Lenexa, KS, an activity which generally requires less than 5 hours per month outside of regular business hours. 4) Co-Owner of OWLFI Insurance LLC since 10/2019, a non-investment related property and casualty insurance agency located in Lenexa, KS, an activity which generally requires less than 5 hours per week during regular business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-27 |
Reach out to this advisor