Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-22 |
Branch Locations
2100 Trimmer Road Suite 105, Killeen, TX 76541 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2017 | 12/2020 |
| Baylor Scott & White Health | Temple | TX | 02/2015 | 06/2017 |
| Raymond James Financial Services, Inc. | Killeen | TX | 12/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Killeen | TX | 12/2020 | Present |
| Unemployed | Salado | TX | 06/2017 | 08/2017 |
| Susan B. Mitchell & Associates, Ltd | Killeen | TX | 12/2020 | 12/2021 |
| Oak Crest Advisors | Killeen | TX | 01/2022 | Present |
(1)Name of Business: First Baptist Church, Salado Address: 210 S Main St, Salado, TX, 76571, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 02/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review budget and expenditures of the church. No direct access or responsibility for receipts or disbursements. (2)Name of Business: Football Officiating Address: 507 Royal View Rd, Salado, TX, 76571, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/08/1987 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide football officiating services to local high schools and small colleges (3)Name of Business: Oak Crest Advisors, LLC Address: 2100 Trimmier Rd Ste 105, Killeen, TX, 76541-8900, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (4)Name of Business: Oak Crest Insurance Agency Address: 2100 Trimmier Rd Ste 105, Killeen, TX, 76541-8900, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/08/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-30 |
Reach out to this advisor