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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-17 |
| CO | RA | APPROVED | 2026-03-31 |
| IN | RA | APPROVED | 2025-12-02 |
| IA | RA | APPROVED | 2025-04-14 |
| TX | RA | APPROVED_RES | 2025-01-24 |
| AR | RA | APPROVED | 2025-01-02 |
| FL | RA | APPROVED | 2025-01-02 |
| OK | RA | APPROVED | 2025-01-02 |
| SC | RA | APPROVED | 2025-01-02 |
| WY | RA | APPROVED | 2024-08-28 |
| OH | RA | APPROVED | 2022-08-22 |
| GA | RA | APPROVED | 2022-03-21 |
| KS | RA | APPROVED | 2020-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian | Owasso | OK | 04/2016 | 01/2017 |
| Park Ave Securities | Owasso | TX | 05/2016 | 01/2017 |
| Guardian Life Insurnace | Tulsa | OK | 02/2017 | Present |
| Park Avenue Securties | Tulsa | OK | 02/2017 | Present |
1. Fixed Insurance-Fixed insurance outside of guardian when it's appropriate for my clients. Start: 01/21/2019 Address: 4200 E Skelly Dr Suite 530 Tulsa, OK 74135 1 bus hour per month Investment related 2. Inspire Legacy Partners LLC-Coaching and development Start: 07/01/2019 Address: 18318 N. 161st E Ave Oologah, OK 74053 4 non bus hrs per month Not investment related 3) Inspire Insurance Group-Home and Auto Insurance Start: 12/01/2020 Address: 4200 E Skelly Dr. STE 530 Tulsa, OK 74135 1 total hour per month, 1 during securities trading hours Investment related Less than 10% annual compensation 4.) Family for Life - board member for this non profit, Start: 11/26/2019, Address: 12711 E 86th Pl N Suite 106, Owasso, OK 74055, 2 total hour per month, 2 during securities trading hours, Not Investment related No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-23 |
Reach out to this advisor