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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Norman | OK | 09/2014 | 06/2021 |
| Curran Financial Solutions | Norman | OK | 01/2015 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 717 WALL STREET; NORMAN; OK; 73069; fixed insurance sales; independent insurance agent; 6/1/2009; 160; 160; sales of fixed insurance products|NAME OF ENTITY:Curran Financial Solutions; Yes; 717 WALL STREET; NORMAN; OK; 73069; Financial Services/DBA; Owner; 1/1/2015; 160; 160; Sale of fixed insurance and securities products.|NAME OF ENTITY:Jones Financial Partners; Yes; 717 Wall St; Norman; OK; 73069; Financial Services/DBA; Senior Partner; 5/1/2021; 40; 40; Sale and service insurance, securities and investment products|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-30 |
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