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2600 E. Memorial Road, Edmond, OK 73013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2017-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stagner Financial Advisory | Edmond | OK | 11/2017 | Present |
| Stagner Financial Advisory | Edmond | OK | 05/2009 | Present |
| Navico, Inc. | Tulsa | OK | 02/2013 | 12/2017 |
| Stagner Financial Advisory | Edmond | OK | 06/2019 | Present |
| Stagner Accounting Services, Pllc | Edmond | OK | 01/2018 | Present |
(1) Stagner Accounting Services, PLLCTracy Stagner is a Certified Public Accountant. Approximately 50% of her time is spent in this practice. From time to time, she may offer clients products and/or services in this capacity. (2) Stagner Holdings, LLC; Member/Personal Real Estate Holdings; Tulsa, OK; 01/2015. (3) TREEK, LLC; Member/Personal Real Estate Holdings; Tulsa, OK; 04/2017.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-03 |
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