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Jeffrey Lyle Maxwell

Maxwell And Morse Capital Management, Inc.

Tulsa, OK

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Current Employers
Maxwell And Morse Capital Management, Inc.

5026 East 101St Street Suite A, Tulsa, OK 74137 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2020-02-07
  • OK RA
    APPROVED
    Since 2020-02-07

Branch Locations

5026 East 101St Street Suite A, Tulsa, OK 74137 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morse Capital Management Inc. Tulsa OK 05/2002 Present
The Legacy Financial Group, Inc. Tulsa OK 08/2005 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-15
  • S65 Uniform Investment Adviser Law Examination
    2002-07-15
Other Names
  • Jeff Maxwell

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

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