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Oklahoma City, OK • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-02-16 |
| TX | RA | APPROVED | 2023-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ccf Investments, Inc. | Greensboro | GA | 01/2013 | 06/2017 |
| Ameritas Investment Corp. | Lincoln | NE | 06/2017 | 04/2018 |
| Cook Financial Solutions | Edmond | OK | 07/2016 | 04/2018 |
| Capital Choice Financial Services | Greensboro | GA | 12/2012 | 06/2017 |
| Key Health Club | Edmond | OK | 07/2016 | 04/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2018 | 02/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2021 | 02/2023 |
| Elevation Wealth Partners, Llc | Edmond | OK | 02/2023 | Present |
1.INDEPENDENT INSURANCE AGENT, EDMOND, OK, 6/2018 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 10/WK - 0/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-20 |
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