Best Investors
Account
Sign in
Best Investors
Account
Sign in
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-08-07 |
Branch Locations
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
8988 S. Sheridan Rd. Ste. D2, Tulsa, OK 74133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Margo Park Financial | San Diego | CA | 03/2024 | Present |
| U.S. Army Reserve | Baton Rouge | LA | 06/2009 | Present |
| Sooner Retirement | Broken Arrow | OK | 08/2015 | Present |
Frontline - Investment-related (insurance) - 3209 W Hartford St, Broken Arrow, OK 74012 - Since August 2015, I have been the owner of Sooner Retirement, helping my clients with their insurance needs as their independent insurance agent. I spend approximately 100 hours per month, all during securities trading hours, devoted to this. U.S. Army - Not investment-related - 1735 Foss St, Baton Rouge, LA 70802 - Master Sergeant (E-8), SLC Instructor - I enlisted in the U.S. Army on 10/12/2005 and continued serving with the U.S. Army Reserve beginning June 2009. I teach SLC (Senior Leader Course) at Fort Knox. I spend 24 hours per month, of which eight are during trading hours, devoted to this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-15 |
Reach out to this advisor