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Ronald Charles Dugan

Ameritrust Investment Advisors Inc

Tulsa, OK

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Current Employers
Ameritrust Investment Advisors Inc

4506 S Harvard Ave, Tulsa, OK 74135 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-01-16
  • OK RA
    APPROVED
    Since 2024-01-16

Branch Locations

4506 S Harvard Ave, Tulsa, OK 74135 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dugan Partners Llc Allen TX 09/2016 12/2020
Ameritrust Investment Advisors, Inc. Tulsa OK 12/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-04-01
S65 Uniform Investment Adviser Law Examination 1997-02-11
  • S66 Uniform Combined State Law Examination
    2005-04-01
  • S65 Uniform Investment Adviser Law Examination
    1997-02-11
Designations
Other Names
  • Ron Dugan
  • Ronald Charles Dugan

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

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