Randy Steven Schreier

Current Employers

Schreier Financial, Llc

Oklahoma City, OK • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2009-04-03

OK RA
APPROVED

Since 2009-04-03

Branch Locations

Oklahoma City, 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

Organization	City	State	From	To
Schreier Financial, L.L.C.	Oklahoma City	OK	01/2009	Present
Oklahoma Employee Benefits & Insurance	Oklahoma City	OK	02/2008	Present
Schreier Rental	Oklahoma City	OK	06/1991	Present
Randy Schreier, Cpa	Oklahoma City	OK	10/2012	Present

01/2009 → Present

Schreier Financial, L.L.C.

Oklahoma City, OK
02/2008 → Present

Oklahoma Employee Benefits & Insurance

Oklahoma City, OK
06/1991 → Present

Schreier Rental

Oklahoma City, OK
10/2012 → Present

Randy Schreier, Cpa

Oklahoma City, OK

Previous Registrations

2007-09-26 → 2008-02-12

Grove Point Investments, Llc

Rockville, MD

Oklahoma City, OK

Other Businesses

1)NAME OF OTHER BUSINESS: OKLAHOMA EMPLOYEE BENEFITS & INSURANCE, LLC; THIS BUSINESS IS NOT INVESTMENT RELATED; ADDRESS OF THE BUSINESS: 8040 Brookshire Dr., Oklahoma City, OK 73162; POSITION: 60% owner; TITLE: MANAGING MEMBER; START DATE OF RESPONSIBILITIES: OCTOBER 10, 2008; APPROXIMATED NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS: 200/MONTH; THE NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITY TRADING HOURS: 117/MONTH; DUTIES RELATED TO THE OTHER BUSINESS: MARKETING, SALES, PRACTICE MANAGEMENT, CUSTOMER SERVICE; 2) NAME OF OTHER BUSINESS: RANDY SCHREIER, CPA - CPA PRACTICE; THIS BUSINESS IS NOT INVESTMENT RELATED; ADDRESS OF THE BUSINESS: 8040 Brookshire Dr., Oklahoma City, OK 73162; YOUR POSITION: PRESIDENT; TITLE: PRESIDENT; START DATE OF RESPONSIBILITIES: OVER 10 YEARS AGO; APPROXIMATED NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS: 4/MONTH; THE NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITY TRADING HOURS: 0; DUTIES RELATED TO THE OTHER BUSINESS: GENERAL BOOKKEEPING / ACCOUNTING / CONTINUING EDUCATION; 3) NAME OF OTHER BUSINESS: SCHREIER RENTAL; THIS BUSINESS IS NOT INVESTMENT RELATED; ADDRESS OF THE BUSINESS: 8040 Brookshire Dr., Oklahoma City, OK 73162; YOUR POSITION: 50% OWNER; TITLE: MANAGER; START DATE OF RESPONSIBILITIES: JUNE 1991 APPROXIMATED NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS: 10 HOURS / YEAR THE NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITY TRADING HOURS: 0 DUTIES RELATED TO THE OTHER BUSINESS: OWNER / MANAGER OF A SINGLE FAMILY RESIDENTIAL RENTAL PROPERTY.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-09-25
S63	Uniform Securities Agent State Law Examination	1998-01-08

S65 Uniform Investment Adviser Law Examination

2007-09-25
S63 Uniform Securities Agent State Law Examination

1998-01-08

View on SEC IAPD