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1609 West Main St, Russellville, AR 72801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-04-22 |
| FL | RA | APPROVED | 2024-04-22 |
| OK | RA | APPROVED | 2024-04-22 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Owasso | OK | 10/2003 | 05/2017 |
| Crown Capital Securities, Lp | Orange | CA | 05/2017 | 07/2023 |
| Oklahoma Surgical Hospital | Tulsa | OK | 05/2016 | 11/2018 |
| Integris Deaconess | Oklahoma City | OK | 11/2018 | 11/2019 |
| Cohesive Healthcare | Edmond | OK | 11/2019 | Present |
| St. Bernard Financial Services, Inc. | Russellville | AR | 04/2024 | Present |
START DATE 11/2019 I DEVOTE 160 HRS/MO ( 40 HRS DURING TRADING) AS EMPLOYEE/CHIEF FINANCIAL OFFICER; THIS IS NOT AN INVESTMENT RELATED ACTIVITY AND MY DUTIES INCLUDE FINANCIAL OVERSIGHT, STRATEGIC PLANNING & PRO FORMA ANALYSIS. BUSINESS ADDRESS: 2510 E INDEPENDENCE ST., SHAWNEE, OK 74804
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-04 |
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