Best Investors
Account
Sign in
Best Investors
Account
Sign in
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-03-25 |
| OK | RA | APPROVED | 2021-09-29 |
Branch Locations
600 N Walker Ave Suite 102, Oklahoma City, OK 73102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Yukon | OK | 06/2017 | 06/2018 |
| Arvest Bank | Oklahoma City | OK | 02/2016 | 06/2017 |
| Arvest Wealth Management | Oklahoma City | OK | 06/2018 | 09/2019 |
| Arvest Wealth Management | Norman | OK | 09/2019 | 09/2021 |
| Geneos Wealth Management Inc | Norman | OK | 09/2021 | Present |
| Bolt Investment Group Llc | Oklahoma City | OK | 09/2021 | Present |
1) DBA: BOLT INVESTMENT GROUP LLC-PRESIDENT. 2) Independent Rep with various insurance carriers for FIXED INSURANCE SALES. 3) BOLT INVESTMENT GROUP LLC SKEET SHOOT-Organizer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-15 |
Reach out to this advisor