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1001 Nw 71St Street Suite 4, Oklahoma City, OK 73116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-12 |
| OK | RA | APPROVED | 2020-06-09 |
Branch Locations
1001 Nw 71St Street Suite 4, Oklahoma City, OK 73116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Oklahoma City | OK | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oklahoma City | OK | 11/2016 | 06/2020 |
| Mitchell & Pahl | Oklahoma City | OK | 06/2020 | Present |
B&C REAL ESTATE, LLC; NON INVESTMENT RELATED; OKLAHOMA CITY,OK; PARTNER; START DATE 09/16/2019; 1 HOUR PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING. THE W.J. JONES FAMILY FOUNDATION; INVESTMENT RELATED; OKLAHOMA CITY, OK; PRIVATE FAMILY FOUNDATION; BOARD MEMBER; START 06/2024; 1 HOUR PER MONTH; 1 HOUR PER MONTH DURING SECURITIES TRADING; SERVES ON BOARD OF TRUSTEES WITH VOTING POWER. CLEMENTINE FOUNDATION; INVESTMENT RELATED; NICHOLS HILLS, OK; PRIVATE FAMILY FOUNDATION; DONOR/TRUSTEE; START 07/2021; LESS THAN 1 HOUR PER MONTH; LESS THAN 1 HOUR PER MONTH DURING SECURITIES TRADING; MANAGES THE FOUNDATION. IMPACT OKLAHOMA; NON INVESTMENT RELATED; OKLAHOMA CITY, OK; PHILANTHROPIC ORGANIZATION; BOARD MEMBER; START 06/2024; 4 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING; SERVES ON BOARD OF DIRECTORS. NHB20 LLC; NON INVESTMENT RELATED; NICHOLS HILLS, OK; EMS FITNESS STUDIO; CO-OWNER; START 4/2025; 8 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING; ASSIST WITH MARKETING AND CLIENT RECRUITMENT/RETENTION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-12 |
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