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Financial District Of Oklahoma 1725 E 15Th Street, Edmond, OK 73013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-12 |
| OK | RA | APPROVED | 2005-03-04 |
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 |
|---|---|---|---|---|
| Chappel Wood Investment Corp | Edmond | OK | 08/1988 | Present |
| Aig Financial Advisors, Inc. | Phoenix | AZ | 10/2005 | Present |
| Chappel Wood Financial Services | Edmond | OK | 03/2005 | Present |
President of ChappelWood Investment Corp. (CWI), which owns several properties including the two buildings where ChappelWood Financial Services offices. It is not directly involved in the securities business. CWI is a real estate development and holding company. Ms. Woods devotes less than 2% (approx. 4 hours) each month of her professional time to her capacities at CWI. All of this time is spent outside of normal securities trading hours. Address of CWI is 1725 E. 15th, Edmond, OK 73013. Start date of this relationship is 2000. In this role, Ms. Woods oversees all expenses and relationships related to the maintenance and leasing of office space.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-10 |
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