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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-12-23 |
| TX | RA | APPROVED | 2024-12-23 |
Branch Locations
6305 Waterford Blvd Suite 300, Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Oklahoma City | OK | 09/2013 | 07/2020 |
| Nylife Securities Llc | Oklahoma City | OK | 12/2013 | 07/2020 |
| Referee - Self Employed | Edmond | OK | 02/2001 | 07/2020 |
| Massmutual Life Insurance Co | Oklahoma City | OK | 07/2020 | Present |
| Mml Investors Services, Llc | Oklahoma City | OK | 08/2020 | Present |
NAME: JAMES B STORY INV REL: Y ADD: 1300 N WALKER AVE OKLAHOMA CITY OK 73103 NATURE: LIFE, DI, LTC, HEALTH AND FIXED ANNUITIES POSITION: ADVISOR START DATE: 8/13/2020 NO HRS/MO: 5 NO HRS/MO DUR TRADING:5 (2) NAME: TRUE NORTH MINISTRIES INV REL: N ADD: 500 W 15TH SUITE 4, EDMOND OK 73013 NATURE: BOARD SERVICE POSITION: BOARD MEMBER START DATE: 04/10/2023 No. HR/MO: 5. No. HR/MO DURING SEC TRADING: 1. DESCRIBE DUTIES: PROVIDE DIRECTION FOR THE MINISTRY, PARTICIPATE IN CAMPS AND OTHER MINISTRY ACTIVITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-29 |
| S65 | Uniform Investment Adviser Law Examination | 2004-09-27 |
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