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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-05-07 |
| TX | RA | APPROVED | 2026-05-07 |
Branch Locations
307 Se Frank Phillips Blvd., Bartlesville, OK 74003 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dominion Investor Services, Inc. | San Antonio | TX | 03/2001 | 06/2023 |
| First Investment Corporation | Bartlesville | OK | 03/2001 | Present |
| Calton & Associates, Inc. | Bartlesville | OK | 06/2023 | 05/2026 |
| Farther | Bartlesville | OK | 05/2026 | Present |
FIRST INVESTMENT CORPORATION, RIA, FINANCIAL PLANNING FIRM, 307 SE FRANK PHILLIPS BLVD, BARTLESVILLE, OK 74003, 30-40 HOURS/WK; INDEPENDENT INSURANCE AGENT, 04/21/2003, 307 SE FRANK PHILLIPS BLVD, BARTLESVILLE, OK 74003, 0-10 HOURS A MONTH, 1 TO 2 HOURS DURING TRADING HOURS; T2T, LLC, NOT INVESTMENT RELATED, 1049 NE WASHINGTON BLVD., BARTLESVILLE, OK 74006, REAL ESTATE/RENTALS, 07/10/2009, 2-10 HOURS A MONTH, 0 HOURS DURING TRADING HOURS; T2T HOME, LLC, NOT INVESTMENT RELATED, 1049 NE WASHINGTON BLVD., BARTLESVILLE, OK 74006, REAL ESTATE/RENTALS, 09/23/2021, 2-10 HOURS A MONTH, 0 HOURS DURING TRADING HOURS;CO-TTEE OF THE CHERYL A GREEN REVOCABLE TRUST, DTD 05/05/05, WHICH IS A MINORITY SHAREHOLDER OF DOMINION FINANCIAL SERVICES, INC. (DFS), MINORITY OWNER, AS OF 12/31/2011; TAP OUTSOURCING LLC, 10/2020, BOOKKEEPING & ACCOUNTING, 307 SE FRANK PHILLIPS BLVD, BARTLESVILLE OK 74003, 0-5 HOURS A MONTH, 1-2 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-17 |
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