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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-19 |
| OK | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
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 |
|---|---|---|---|---|
| Mcneil Wealth Management | Edmond | OK | 02/2009 | 06/2019 |
| New York Society Of Security Analysts | New York City | NY | 11/2011 | Present |
| Lpl Financial | Edmond | OK | 02/2012 | 05/2023 |
| Woodbury Financial Services Inc | Edmond | OK | 05/2023 | 01/2024 |
| Osaic Wealth, Inc. | Edmond | OK | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-03 |
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