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Ponte Vedra, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-10-11 |
| TX | RA | APPROVED | 2021-10-11 |
Branch Locations
3030 Nw Expressway Suite 200, Oklahoma City, OK 73112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hilltop Securities, Inc. | Oklahoma City | OK | 07/2004 | 07/2021 |
| Cabot Lodge Securities Llc | New York | NY | 07/2021 | 10/2021 |
| Vista Investment Partners Llc | Oklahoma City | OK | 07/2021 | 10/2021 |
| Metro Lawn & Landscaping | Oklahoma City | OK | 05/2017 | Present |
| Total Wealth Planning And Management, Inc. | Oklahoma City | OK | 10/2021 | Present |
1) Metro Lawn & Landscaping, not investment related, family landscaping business, Oklahoma City, OK, 5/2017, 3 hours per month, zero hours during trading hours, help with licensing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-02 |
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