Best Investors
Account
Sign in
Best Investors
Account
Sign in
2001 Carlisle Blvd Ne Suite D, Albuquerque, NM 87110-4939 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2013-04-27 |
Branch Locations
2001 Carlisle Blvd Ne Suite D, Albuquerque, NM 87110-4939 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakmont Insurance, Llc | Albuquerque | NM | 01/2005 | Present |
| Oakmont Advisory Group, Llc | Albuquerque | NM | 11/2011 | Present |
| Lowkey Holdings Llc | Albuquerque | NM | 02/2019 | Present |
1) OAKMONT INSURANCE, LLC (JANUARY 2005-PRESENT)- MANAGING MEMBER - FORMED THE LLC AS A MEANS OF LIABILITY PROTECTION AND ADDTIONAL TAX FLEXIBILITY; FORMALLY ASSOCIATED WITH DIVERSIFIED FINANCIAL - OWNER, INSURANCE AGENCY, INSURANCE SALES OF ACCIDENT, HEALTH, AND LIFE (JANUARY 2005 - JULY 2010); 2) LOWKEY HOLDINGS, LLC; INVESTMENT RELATED: NO; LOCATION: 2001 CARLISLE BLVD NE, ALBUQUERQUE, NM 87110; DESCRIPTION: REAL ESTATE HOLDING COMPANY.; POSITION TITLE: OWNER; RESPONSIBILITIES DUTIES: MANAGEMENT OF REAL ESTATE PROPERTY; START DATE: 2019-02-11; HOURS DEVOTED DURING TRADING HOURS: 0; HOURS DEVOTED OUTSIDE TRADING HOURS: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-30 |
Reach out to this advisor