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8901 Commerce Park Drive, Oklahoma City, OK 73132 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APP_PEND_IARCE | 2026-02-13 |
| TX | RA | APPROVED_RES | 2011-09-19 |
Branch Locations
8901 Commerce Park Drive, Oklahoma City, OK 73132 • United States
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 |
|---|---|---|---|---|
| Comprehensive Business Services | Oklahoma City | OK | 12/1996 | Present |
| Core Wealth Management, Llc | Oklahoma City | OK | 06/2011 | Present |
| Core Wealth Management, Llc | Oklahoma City | OH | 12/2022 | Present |
| Blood Lands, Inc. | Oklahoma City | OK | 12/2016 | 12/2019 |
| Catmack, Inc. | Oklahoma City | OK | 12/2016 | Present |
| Turnbull & Brim Llp | Oklahoma City | OK | 12/2017 | Present |
President/Owner, Core Wealth Management, LLC is affiliated with Catmack, Inc., and Turnbull & Brim, LLP, CPA firms, 8901 COMMERCE PARK DRIVE, OKLAHOMA CITY, OK 73132/ 50% of the time spent on providing accounting services. Mr. Brim has ben affiliated with these firms since 1997 and spends approximately 30 hours per week to this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-19 |
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