Lance Skalnik

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2017-08-07
OK	RA	APPROVED	2009-10-08

TX RA
APPROVED_RES

Since 2017-08-07
OK RA
APPROVED

Since 2009-10-08

Branch Locations

8551 N 125Th E Avenue Suite 325, Owasso, OK 74055 • United States

Disclosures

1 disclosure category 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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Rcb Bank	Owasso	OK	09/2005	09/2016
Raymond James Financial Services	Owasso	OK	09/2009	Present
Raymond James Financial Services Advisors, Inc.	Owasso	OK	10/2009	Present
Rcb Wealth Management	Owasso	OK	08/2015	09/2016
Ptp Investment Group, Llc	Owasso	OK	10/2016	Present

09/2005 → 09/2016

Rcb Bank

Owasso, OK
09/2009 → Present

Raymond James Financial Services

Owasso, OK
10/2009 → Present

Raymond James Financial Services Advisors, Inc.

Owasso, OK
08/2015 → 09/2016

Rcb Wealth Management

Owasso, OK
10/2016 → Present

Ptp Investment Group, Llc

Owasso, OK

Previous Registrations

2006-02-06 → 2009-09-30

Cetera Investment Services Llc

Skiatook, OK

Cushing, OK

Owasso, OK

Owasso, OK

Other Businesses

(1)Name of Business: PTP Investment Group, LLC Address: 8551 N 125th East Ave Ste 325, Owasso, OK, 74055, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/01/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner and Financial Advisor

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-01-31
S63	Uniform Securities Agent State Law Examination	2000-08-24

S66 Uniform Combined State Law Examination

2006-01-31
S63 Uniform Securities Agent State Law Examination

2000-08-24

View on SEC IAPD