Best Investors
Account
Sign in
Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 03/2023 | 06/2024 |
| Connemara Construction | Oklahoma City | OK | 07/2013 | 03/2023 |
| Doordash | Oklahoma City | OK | 11/2022 | 12/2022 |
| Heartland Payment Systems | Oklahoma City | OK | 09/2021 | 11/2022 |
| Greg Davis Investments, Inc. | Edmond | OK | 05/2021 | 08/2021 |
| Osage Oil & Gas Properties, Llc | The Village | OK | 08/2017 | 04/2020 |
| Blackfoot Energy, Llc | Oklahoma City | OK | 07/2017 | 09/2017 |
| Legacy & Succession | Oklahoma City | OK | 07/2024 | Present |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 07/2024 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: LEGACY & SUCCESSION | POSITION HELD: ASSISTANT | ADDRESS: 3030 NW EXPRESSWAY, STE 700, OKLAHOMA CITY, OK 73112 | START DATE: 07/05/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 80 | APPROX TRADING HRS PER MTH: 80 | DESCRIPTION OF DUTIES: ASSIST WITH INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) LEGACY PLANNING SERVICE | POSITION: Associate | NATURE: Life Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 140 START DATE: 02/15/2026 | ADDRESS: 8410 S Western, Perkins OK 74059 | DESCRIPTION: Financial planning & consulting, investment & risk management tailored to Business Owner's, their key executives & their families. 3) RJKF, LLC. | POSITION: Proprietor/Owner | NATURE: This LLC is not conducting outside business activity in itself, RKJF is related to my work with Legacy Planning Services for my compensation as a contractor. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 02/18/2026 | ADDRESS: 3613 NW 62ND ST, Oklahoma City OK 73112 | DESCRIPTION: This LLC is not conducting outside business activity in itself, RKJF is related to my work with Legacy Planning Services for my compensation as a contractor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-18 |
Reach out to this advisor