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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-04 |
| OK | RA | APPROVED | 2025-09-03 |
Branch Locations
600 Delaware Ave, Bartlesville, OK 74003 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sutterfield Financial Group, Inc. | Bartlesville | OK | 01/2004 | 12/2018 |
| Commonwealth Financial Network | Bartlesville | OK | 11/2018 | 09/2025 |
| Caughell Rodgers Investments, Llc | Bartlesville | OK | 11/2018 | 09/2025 |
| Rodgers Link Financial Partners | Bartlesville | OK | 02/2022 | 09/2025 |
| Farther | Bartlesville | OK | 09/2025 | Present |
Co-Owner, Rodgers Link Financial Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2/01/2022; 100% of time spent during business hours; Conducted at branch; Investment related. Sutterfield property management, llc, start 07/01/2013; 5 hrs/mo, partner, property management, bartlesville, ok; not-investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-27 |
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