Jeannie Rene Roberts

Current Employers

Employment History

• 09/2004 → 04/2019
  Hd Vest
  Yukon, OK
• 05/2019 → 06/2021
  Successful Financial Strategies, Inc
  Mustang, OK
• 11/2018 → 04/2019
  Hd Vest Insurance Agency, Llc
  Irving, TX
• 05/2019 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) W.F. ROBERTS, INC, 13317 DEER CREEK DR, PIEDMONT, OK, SURVEYING AND CONSTRUCTION STAKING, SECRETARY, NIR, 1/MO- 0/TRADING 2) SUNDAZE PROPERTIES, LLC, 13317 DEER CREEK DR, PIEDMONT, OK, LAND/PROPERTY, PREPARE TAX RETURN, PAY BILLS, CHECK SIGNER, NIR, 1/YR,0/TRADING 3) DIVERSIFIED INSURANCE BROKERAGE ALLIANCE, 700 CEDAR LAKE BLVD, OKLAHOMA CITY, OK, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 06/14/21, NIR, 20 HR/YR- 1/TRADING HR. 4) PIEDMONT PUBLIC SCHOOLS EDUCATION FOUNDATION - PPSEF, Piedmont Administration Office, 615 Edmond Rd. NW, Piedmont OK 73078, United States, 08/01/2022, Committee Member, Volunteer, INV REL, 2 HR/MO - 2 HR/MO TRADING 5) ADAPTATION FINANCIAL, 700 CEDAR LAKE BLVD, Oklahoma City OK 73114, United States, 08/2024, Financial Advisor-1099 Subcontractor, Using a Trade Name / DBA, INV REL, 160 HR/MO - 120 HR/MO TRADING 6) PIEDMONT PUBLIC SCHOOLS EDUCATION FOUNDATION - PPSEF, Piedmont Administration Office, 615 Edmond Rd. NW, Piedmont OK 73078, United States, 08/01/2022, Committee Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 2 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-05
• S63 Uniform Securities Agent State Law Examination
  2005-03-18