Kelly Lopez Atkinson

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2026-08-31

Branch Locations

5400 N Grand Blvd, Ste 225, Oklahoma City, OK 73112 • United States

7000 North Mopac Expressway Suite 240, Austin, TX 78731 • United States

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-01-06
OK	RA	APPROVED	2022-09-28

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Arvest Bank	Moore	OK	06/2013	01/2022
Edward Jones	St Louis	MO	05/2022	Present
Unemployed	Moore	OK	02/2022	04/2022
Voya Financial Advisors	Oklahoma City	OK	07/2026	Present

2013-06-05 → 2015-05-20

Arvest Wealth Management

Moore, OK

Oklahoma City, OK
2011-06-22 → 2012-06-25

Mml Investors Services, Llc

Oklahoma City, OK

Oklahoma City, OK

Oklahoma City, OK
2008-10-14 → 2009-07-08

Valic Financial Advisors, Inc.

Little Rock, AR
2007-02-20 → 2008-10-15

Cetera Investment Services Llc

Moore, OK

Oklahoma City, OK

Oklahoma City, OK

Moore, OK
2006-02-03 → 2006-04-06

Waddell & Reed

Edmond, OK
2005-09-21 → 2006-01-10

Edward Jones

Norman, OK

St. Louis, MO

St Louis, MO

Norman, OK
2004-09-13 → 2005-09-20

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oklahoma City, OK

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-26
S65	Uniform Investment Adviser Law Examination	2004-09-09
S63	Uniform Securities Agent State Law Examination	1998-03-24

Other Firms