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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2019-05-01 |
| TX | RA | APPROVED | 2019-05-01 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freedom Financial Strategies Inc. | Bartlesville | OK | 01/2002 | Present |
| Voya Financial Advisors | Bartlesville | OK | 09/2014 | 05/2019 |
| Advisory Services Network, Llc | Atlanta | GA | 05/2019 | Present |
Freedom Financial Strategies, Inc.; 2360 Nowata Pl., Bartlesville, OK 74006. President since January 2018; Service support company for Sentry Advisers. Time spent is approximately 16 hours per month, 4 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-22 |
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