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3030 Nw Expressway Suite 300, Oklahoma City, OK 73112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-01-16 |
| TX | RA | APPROVED_RES | 2018-05-08 |
Branch Locations
3030 Nw Expressway Suite 300, Oklahoma City, OK 73112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 01/2014 | 12/2017 |
| Ok401K | Oklahoma City | OK | 06/2003 | Present |
| Terry Morgan - Independent Insurance | Oklahoma City | OK | 01/2014 | Present |
| Ok401K | Oklahoma City | OK | 06/2003 | Present |
1) TERRY MORGAN - INDEPENDENT INSURANCE - AGENT - FIXED INSURANCE SALES AND SERVICE - SINCE 11/2013 - OKLAHOMA CITY, OK - INVESTMENT RELATED--- 2)OK401K - OFFICER/AGENT - INSURANCE, EMPLOYMENT BENEFITS AND 4O1K SALES AND SERVICE - SINCE 04/2008 - INVESTMENT RELATED ---
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-11 |
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