Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-03-27 |
| AR | RA | APPROVED | 2021-03-09 |
| MO | RA | APPROVED | 2021-02-02 |
Branch Locations
7591 Fern Ave. Suite 1402, Shreveport, LA 71105 • United States
West Plains, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Plains Bank And Trust Company | West Plains | MO | 02/2006 | 07/2017 |
| Unemployeed | West Plains | MO | 07/2017 | 07/2017 |
| Thrivent Investment Management Inc | West Plains | MO | 07/2017 | 01/2020 |
| Thrivent Financial | Appleton | WI | 08/2017 | 12/2017 |
| Thrivent Financial | Appleton | WI | 12/2017 | 01/2020 |
| Valic Financial Advisors, Inc. | Overland Park | KS | 01/2020 | Present |
| Agia | Houston | TX | 12/2022 | Present |
COMMUNITY FOUNDATION OF WEST PLAINS POSITION: Board President NATURE: Community building by providing charitable funding to build a better community and to aid the Community Foundation of the Ozarks serve in the West Plains, Missouri area. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 401 Jefferson Ave, West Plains MO 65775, United States DESCRIPTION: To assist other board members select beneficiaries of grant funding, fund raise for the organization, and to raise the awareness of the foundation and need for the foundation in the community. Ensure the organization has adequate staff or volunteers to complete annual charitable goals, and conduct monthly meetings of the board. IMMANUEL LUTHERAN CHURCH POSITION: Treasurer NATURE: My church home. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 1051 Preacher Roe Blvd, West Plains MO 65775, United States DESCRIPTION: As treasurer, I am responsible for paying expenses for the church. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products WEST PLAINS AREA CHAMBER OF COMMERCE POSITION: Board President NATURE: Chamber of Commerce for the local area in which I live and office. Mission of the organization is to be the catalyst for economic and business growth and success in the area. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2024 ADDRESS: 401 Jefferson Ave, West Plains MO 65775, United States DESCRIPTION: I serve on the local area chamber of commerce board of directors to determine the goals of the chamber, assist witheconomic development activities of the organization, recommend and approve changes to bylaws and policies, and maintain facilities and equipment for the chamber operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-07 |
Reach out to this advisor