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101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-25 |
| OK | RA | APPROVED | 2023-01-12 |
| TX | RA | APPROVED | 2023-01-12 |
Branch Locations
101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plan Group Financial, Inc. | Oklahoma City | OK | 06/2006 | Present |
| Saxony Securities | St. Louis | MO | 06/2015 | 11/2023 |
| Private Client Services | Oklahoma City | OK | 11/2023 | Present |
1) Baker Asset Management. 1601 NW Expressway 20th Floor, Oklahoma City, OK 73118. PlanGroup is a sub advising for Baker Asset Management RIA. Portfolio Manager for Plan Group financial who is sub advising the AUM for Baker Asset Management. 40 hrs/mo; 40 during trading hrs. 2) Pat Salme, Strawberry Fields. Acting as a consultant f or Pat Salame. I will be helping the principal at Strawberry Fields (Pat Salame) look at and understand the industry and possible deals available. 15 hrs/mo; 8 during trading hrs. 3) Plan Group Financial. Oklahoma City, OK . CEO. 150 hrs/mo; 150 during trading hrs. 4) Rental Properties. 2005 NW 18th St, Oklahoma City, OK . I own several rental properities that I have ran by a property manager. 0 hrs/mo 5) Private Client Services Oklahoma City, OK . Registered Rep. 60 hrs/mo; 60 hrs during trading 6) First Financial Resources. 100 Spectrum Center Dr, Ste 400, Irvine, CA 92618. First Financial Resources is the only 100% member-owned life insurance distribution group and has been so since 1987. We empower our group of experienced, independent insurance producers to build their success by enabling direct carrier relationships, providing access to best-in-breed resources, and creating opportunities for industry learning and peer connection. Attend study groups, network and share ideas with other members. It also gives us direct access to product companies. Selling fixed insurance products, annuity and life. 10-40 hrs/mo; 10-40 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-26 |
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