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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-03 |
| OK | RA | APPROVED | 2021-11-02 |
Branch Locations
13919 Quail Pointe Drive, Oklahoma City, OK 73134 • 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 |
|---|---|---|---|---|
| Investment Concepts | Oklahoma City | OK | 11/1999 | Present |
| First Allied Securities, Inc. | Oklahoma City | OK | 05/2008 | 09/2022 |
| First Allied Advisory Services, Inc. | Oklahoma City | OK | 05/2008 | 01/2020 |
| Cetera Advisors Llc | Oklahoma City | OK | 09/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2021 | Present |
1. INSURANCE - AGENT 2. INVESTMENT CONCEPTS & FINANCIAL PLANNING SERVICES. REPRESENTATIVE. DBA. STARTED 5/30/2008.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-29 |
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