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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-05-13
OK RA APPROVED 2009-01-02
  • TX RA
    APPROVED_RES
    Since 2021-05-13
  • OK RA
    APPROVED
    Since 2009-01-02

Branch Locations

131 East Main St Suite 203, Norman, OK 73069 • United States

Yukon, OK • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Oklahoma City OK 07/2003 Present
Raymond James Financial Services Advisors, Inc Norman OK 01/2009 Present
Strong Buy Llc Yukon OK 03/2005 Present
Other Businesses

(1) 9716 Eastblake Place, Yukon, OK, 73099, Non-variable Insurance P/T: Agent I/R: Yes P/T: 04/30/2008 HPM: 0-1 HPM during trading hours: 0-1 Duties: I have been an independent agent for UHC to offer medicare health and drug plans to clients and prospects as needed (2) 9716 Eastblake Place, Yukon, OK, 73099, Non-variable Insurance P/T: Agent I/R: Yes P/T: 04/26/2026 HPM: 0-1 HPM during trading hours: 0-1 Duties: I am an agent for Humana to offere health insurance plans for medicare recipients (3) Aetna 9716 Eastblake Pl, Yukon, OK, 73099, Non-variable Insurance P/T: Agent I/R: Yes P/T: 11/20/2016 HPM: 0-1 HPM during trading hours: 0-1 Duties: Agent to offer Medicare supplement and health policies (4) Banner insurance 131 E Main St Ste 203, Norman, OK, 73069, Non-variable Insurance P/T: Agent I/R: Yes P/T: 08/16/2021 HPM: 0-1 HPM during trading hours: 0-1 Duties: offering banner term insurance throu NAUTIC financial group. Nautic is already listed as approved OBA. I am adding Banner under their agency and wanted to make sure I listed it here as well (5) Blue-Cross & Blue Shield of Texas 9716 Eastblake Place, Yukon, OK, 73069, Non-variable Insurance P/T: Agent I/R: Yes P/T: 05/01/2023 HPM: 0-1 HPM during trading hours: 0-1 Duties: I will offer health insurance policies as needed to clients in texas (6) Collectibles Insurance Services, LLC 9716 Eastblake Place, Yukon, OK, 73099, Non-variable Insurance P/T: Agent I/R: Yes P/T: 07/10/2014 HPM: 0-1 HPM during trading hours: 0-1 Duties: I will offer property insurance policies for clients and prospects...NO casualty policies at this time. (7) GHS General Insurance Agency (Blue Cross & Blue Shield of Oklahoma) 9716 Eastblake Pl, Yukon, OK, 73099, Non-variable Insurance P/T: Agent I/R: Yes P/T: 05/13/2007 HPM: 0-1 HPM during trading hours: 0-1 Duties: I offer invididual and group health insurance thru Blue Cross-Blue Shield of Oklahoma. (8) Nautic Oklahoma, LLC 131 E Main St Ste 203, Norman, OK, 73069, Non-variable Insurance P/T: Agent I/R: Yes P/T: 08/25/2015 HPM: 0-1 HPM during trading hours: 0-1 Duties: I will be an agent for NON variable life insurance policies...they use multiple vendors (9) Strong Buy LLC 9716 Eastblake Place, Yukon, OK, 73099, Support Company - Owner P/T: Other I/R: No P/T: 02/28/2005 HPM: 0-1 HPM during trading hours: 0-1 Duties: suport company (10) Symetra Life Insurance co 9716 Eastblake place, Yukon, OK, 73099, Non-variable Insurance P/T: Agent I/R: Yes P/T: 04/26/2026 HPM: 0-1 HPM during trading hours: 0-1 Duties: Symetra bought or merged with Dearborn Life. This is a name change for disability insurance poliices offered through my blue cross& blue shield health insurance plans as the default provider of those benefits if anyone selects them when they create a new group health plan. I will delete or end the Dearborn life at the next review when it comes up.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-23
S63 Uniform Securities Agent State Law Examination 2001-04-19
  • S66 Uniform Combined State Law Examination
    2004-07-23
  • S63 Uniform Securities Agent State Law Examination
    2001-04-19

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