Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-05-19 |
Branch Locations
5600 N May Avenue Suite 190, Oklahoma City, OK 73112 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 02/2007 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 04/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 04/2025 |
| Osaic Wealth Inc | Oklahoma City | OK | 05/2025 | Present |
1. TG&E INSURANCE AGENCY POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2007 ADDRESS: 5600 N May Ave, STE 190, Oklahoma City OK 73112, United States DESCRIPTION: ERISA Bonds for Retirement Plan Trustee's 2. ETERNAL WEALTH MANAGEMENT POSITION: Registered Representative NATURE: Insurance and Securities Marketing Name INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 05/15/2025 ADDRESS: 5600 N May Ave, Ste 190, Oklahoma City OK 73112, United States DESCRIPTION: Sales of mutual funds, annuities, retirement plans all securities commissions paid through OSAIC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-05-29 |
Reach out to this advisor