Best Investors Account Sign in
Inactive

Jeffrey Scott Beattie

Womack Investment Advisers, Inc

Edmond, OK

Claim This Profile
Current Employers
Womack Investment Advisers, Inc

1366 E 15Th St, Edmond, OK 73013 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2007-04-02
  • IN RA
    APPROVED
    Since 2007-04-02

Branch Locations

1366 E 15Th St, Edmond, OK 73013 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Womack Investment Advisers, Inc. Edmond OK 07/2006 Present
Trinity Capital Asset Advisors, Llc Edmond OK 12/2009 11/2017
Trinity Capital Asset Managment Llc Edmond OK 12/2009 11/2017
Trinity Gold Fund Lp Edmond OK 12/2009 11/2017
Trinity Global Growth & Income Fund Lp Edmond OK 07/2010 11/2017
Trinity Global Partners Llc Edmond OK 07/2010 11/2017
Ck Investments Ii, Llc Terre Haute IN 05/2019 Present
West Terre Haute Police Department West Terre Haute IN 11/2018 Present
Ck Investments, Llc Terre Haute IN 02/2017 Present
  • 07/2006 → Present
    Edmond, OK
  • 12/2009 → 11/2017
    Trinity Capital Asset Advisors, Llc
    Edmond, OK
  • 12/2009 → 11/2017
    Trinity Capital Asset Managment Llc
    Edmond, OK
  • 12/2009 → 11/2017
    Trinity Gold Fund Lp
    Edmond, OK
  • 07/2010 → 11/2017
    Trinity Global Growth & Income Fund Lp
    Edmond, OK
  • 07/2010 → 11/2017
    Trinity Global Partners Llc
    Edmond, OK
  • 05/2019 → Present
    Ck Investments Ii, Llc
    Terre Haute, IN
  • 11/2018 → Present
    West Terre Haute Police Department
    West Terre Haute, IN
  • 02/2017 → Present
    Ck Investments, Llc
    Terre Haute, IN
Previous Registrations
  • 2013-01-24 → 2017-11-28
    Trinity Capital Asset Advisors, Llc
    Edmond, OK
  • 2010-03-19 → 2012-12-31
    Trinity Capital Asset Advisors, Llc
    Edmond, OK
Other Businesses

1). CK INVESTMENTS, LLC and CK INVESTMENTS II, LLC - Non-Investment Related. 1052 E Honey Hills Drive, Terre Haute, IN 47802. Real estate/rental properties; Managing Member. Start dates: 02/2017 and 05/2019. Serves as owner and landlord of domestic rental properties. Hours: Less than 10 hrs/month during non-trading hours only. 2). WEST TERRE HAUTE POLICE DEPARTMENT - Non-Investment Related. 500 National Ave, West Terre Haute, IN 47885. Policing/Public Safety; Police Officer/Patrolman. Start date: 11/2018. Serves as a part-time patrolman on weekends and evenings. Hours: Approx. 24 hrs/month during non-trading hours only.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-01-30
S65 Uniform Investment Adviser Law Examination 2006-12-22
  • S63 Uniform Securities Agent State Law Examination
    2007-01-30
  • S65 Uniform Investment Adviser Law Examination
    2006-12-22
Other Names
  • Jeff Beattie

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Edmond, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor