Wanda Jo Ross

Employer firm

Thurston Springer Advisors CRD 299201

$3.68B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2005 → 06/2024
  T.S. Phillips Investments, Inc.
  Oklahoma City, OK
• 03/2005 → 06/2024
  Phillips Capital Advisors, Inc. Fka Phillips Securities, Inc.
  Oklahoma City, OK
• 06/2024 → Present
  Thurston Springer Financial
  Indianapolis, IN

Previous Registrations

• 2005-03-22 → 2024-06-28
  Phillips Capital Advisors, Inc.
  Oklahoma City, OK
  Oklahoma City, OK
• 1999-10-21 → 2005-04-06
  Citigroup Global Markets Inc.
  Oklahoma City, OK

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-10
• S63 Uniform Securities Agent State Law Examination
  1998-10-14

Other Names

• Wanda J Lewis
• Wanda J Bennett
• Wanda J Merry
• Wanda J Lewis
• Wanda J Bennett
• Wanda Jo Merry