Best Investors
Account
Sign in
Best Investors
Account
Sign in
8801 S. Yale Avenue Suite 420, Tulsa, OK 74137 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2018-06-11 |
| TX | RA | APPROVED | 2018-06-11 |
Branch Locations
8801 S. Yale Avenue Suite 420, Tulsa, OK 74137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Tulsa | OK | 01/2009 | 06/2018 |
| Cowa, Llc D/B/A Council Oak Wealth Advisors | Tulsa | OK | 06/2018 | Present |
1)JNP, LLC / 2209 E 17TH PL., TULSA, OK 74104 / REAL ESTATE / RENTAL PROPERTIES / MEMBER / PARTICIPATING MEMBER / START DATE 9/6/2012. 2)AMBASSADOR HOLDINGS, LLC / 2209 E 17TH PL., TULSA, OK 74104 / HOLD PRIVATE INVESTMENTS / PARTNER /START DATE 5/19/2013. 3)THIRD BUCKET, LLC/ 2209 E 17TH PL., TULSA, OK 74104/COMPANY SET UP FOR TAX PURPOSES/NON-INVESTMENT RELATED/MANAGING MEMBER/START DATE:05/2018/01HR PER MONTH/00HRS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-17 |
Reach out to this advisor