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Edmond, OK • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APP_PEND_IARCE | 2026-07-01 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T.S. Phillips Investments, Inc. | Oklahoma City | OK | 02/2016 | 10/2019 |
| Lpl Fiancial Llc | Edmond | OK | 10/2019 | 07/2026 |
| Phillips Capital Advisors, Inc. | Edmond | OK | 02/2016 | 10/2019 |
| Dean Davis Wealth Llc | Edmond | OK | 01/2026 | Present |
| Dean Davis Wealth Llc | Edmond | OK | 07/2026 | Present |
1) Independent Insurance Agent - Inv. Related - Edmond, OK - Insurance sales and service - Agent - 11/2001 - 10 Hours Per Month/ all During Trading 2) CDSD Group, LLC - Inv. Related - Oklahoma City & Edmond, OK - Real Estate Rental - Owner - 09/01/2023 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-13 |
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