Rodney L. Watkins

Current Employers

Employment History

• 02/2012 → 07/2017
  Southeast Investments, N.C. Inc.
  Charlotte, NC
• 08/2011 → Present
  Watkins And Associates Financial Services
  Tulsa, OK
• 06/2014 → Present
  Watkins And Associates Investment Services, Llc
  Tulsa, OK
• 12/2016 → 01/2025
  Alfresco Group
  Tulsa, OK
• 04/2025 → Present
  Tactive Advisors, Llc
  Sarasota, FL

Previous Registrations

• 2014-08-11 → 2025-09-17
  Watkins And Associates Investment Services, Llc
  Tulsa, OK
  Sand Springs, OK
• 2013-10-21 → 2013-10-21
  Southeast Investments, N.C., Inc.
  Tulsa, OK
  Charlotte, NC
  Dallas, TX
  Tulsa, OK
  Tulsa, OK
• 2012-01-23 → 2012-02-27
  Concert Wealth Management
  Tulsa, OK
  San Jose, CA
• 2011-10-24 → 2011-11-25
  Investacorp Advisory Services Inc
  Tulsa, OK
• 2009-03-06 → 2011-10-26
  Ameriprise Financial Services, Llc
  Tulsa, OK
  Tulsa, OK
• 1999-01-22 → 2009-03-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tulsa, OK
  Tulsa, OK

Other Businesses

WATKINS & ASSOCIATES FINANCIAL SERVICES: 1419 S. Utica, Tulsa, OK 74101. 08/2011. I AM OWNER OF THIS FINANCIAL SERVICES BUSINESS. I WILL DEVOTE 100 HOURS PER MONTH TO THIS BUSINESS. I AM COMPENSATED BY COMMISSIONS. I am a partner in this real estate business. I will devote 75 hours per month to this business. I am compensated by fees. Level 3 Holdings LLC; not investment related; 2250 N. Main St., Tulsa, OK 74106; Entity used for personal investment in commercial real estate; Managing Member; 40 - 50 hours per month; 40 - 50 hours per month during trading hours; July 22, 2020; Entity used for personal investment in commercial real estate.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-05
• S63 Uniform Securities Agent State Law Examination
  1998-08-20

Other Names

• Rodney Larry Watkins
• Rodney Larry Watkins
• Rodney Larry Watkins
• Rodney Larry Watkins