Robert Allen Armstrong

Current Employers

Employment History

• 03/2015 → 06/2024
  Securities America Inc
  Duncan, OK
• 03/2015 → 11/2024
  Arbor Point Advisors
  Duncan, OK
• 06/2024 → Present
  Osaic Wealth, Inc.
  Duncan, OK
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2015-03-16 → 2024-11-08
  Arbor Point Advisors
  Duncan, OK
  Duncan, OK
• 2009-03-09 → 2015-03-17
  Arvest Wealth Management
  Lawton, OK
  Lawton, OK
  Duncan, OK
  Chickasha, OK
• 2007-07-24 → 2008-12-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wichita Falls, TX
  Tulsa, OK

Other Businesses

1. TAGW, LLC POSITION: Member/Owner NATURE: Hold Real Estate. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2017 ADDRESS: 1088 Arrowhead Rd, Duncan OK 73533 DESCRIPTION: This is farm LLC to hold real estate/raw land. The creation of LLC is so we remain private in our smaller community and to diversify any risk away from my business and personal assets. I am single member with 100% ownership of the shares. 2. GREAT INVESTMENTS, LLC POSITION: Owner NATURE: Commercial real estate LLC #HRS: 10 START: 11/16/2018 ADDRESS: 2509 Ranchview Rd., Duncan OK 73533 DESCRIPTION: This LLC will hold two commercial buildings that will be rented. 3. SCHOOLS FOUNDATION POSITION: Board Member NATURE:Inspire academic excellence by providing resources that enhance education in Duncan Public Schools. #HRS: 2 START: 6/19/2017 ADDRESS: 1706 W. Spruce Ave, Duncan OK 73533 DESCRIPTION: Serve as member of board of directors. Foundation is broadly-based, non-profit community organization whose purpose is exclusively educational and charitable and to secure & distribute contributions from individuals, corporations and foundations for benefit of Duncan, Public School, students attending same and graduates thereof who are continuing their education at institutions of higher learning or vocational technical schools. 4. ARMSTRONG FINANCIAL PARTNERS POSITION: Pres. Wealth Management Advisor NATURE: INSURANCE SALES - AGENT INVEST RELATED: Yes #HRS: null SEC TRADE HRS: null START: 3/16/2015 ADDRESS: 3766 N. HIGHWAY 81, DUNCAN OK 73533 5. DUNCAN CHAMBER OF COMMERCE POSITION: Board Member NATURE: Member of Board of Directors of local Chamber of Commerce. INVESTMENT RELATED: No NUMBER OF HRS: 2 SECURITIES TRADING HRS: 1 START DATE: 10/29/2020 ADDRESS: 911 W. Walnut Ave, #4623, Duncan OK 73533 DESCRIPTION: Overseeing and implementing vision, finances, and growth 6. MAYOR POSITION: Mayor NATURE: Mayor of City of Duncan, OK INVESTMENT RELATED: No NUMBER OF HRS: 10 SECURITIES TRADING HRS: 5 START DATE: 05/03/2021 ADDRESS: 1600 US-81, Duncan OK 73533 DESCRIPTION: I was elected as Mayor of the City. City government is structured as a Council-Manager form of government. Mayor is member of council, presides over city council meetings, makes motions and votes on all issues before council, signs ordinances and commissions, head of government for military law. This is unpaid position and is volunteer. 7. SIMMONS CENTER POSITION: Board Member NATURE: Board Member, serving in the capacity as Mayor INVESTMENT RELATED: No NUMBER OF HRS: 2 SECURITIES TRADING HRS: 0 START DATE: 05/03/2021 ADDRESS: 800 Chisholm Trail Pkwy, PO Box 981, Duncan OK 73533 DESCRIPTION: Serving on the board of directors, in the capacity as Mayor, attending monthly board meetings, reviewing financials. 8. GREAT INVESTMENTS, LLC POSITION: Member NATURE: Commercial real estate LLC. INVESTMENT RELATED: No NUMBER OF HRS: 10 SECURITIES TRADING HRS: 0 START DATE: 11/16/2018 ADDRESS: 1088 Arrowhead Rd., Duncan OK 73533, DESCRIPTION: LLC holds commercial buildings that are rented. 9. ARMSTRONG FINANCIAL PARTNERS POSITION: President, Wealth Management Advisor NATURE: DBA LLC for my IAR under the Osaic corporate RIA. INVESTMENT RELATED: Yes NUMBER OF HRS: 160 SECURITIES TRADING HRS: 143 START DATE: 03/16/2015 ADDRESS: 3766 N. HIGHWAY 81, DUNCAN OK 73533 DESCRIPTION: Meeting clients' investment and insurance needs as their Advisor. 10. GAMMA ZETA POSITION: Treasurer NATURE: This is domestic not for profit corporation that manages and owns real estate of a collegiate fraternity house. INVESTMENT RELATED: No NUMBER OF HRS: 2 SECURITIES TRADING HRS: 1 START DATE: 01/01/2026 ADDRESS: 1401 W. University, Stillwater OK 74074 DESCRIPTION: As Treasurer, monitoring cash flow, coordinating with CPA to provide monthly financials to board, and giving advice and guidance on financial affairs of Not for profit.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-23

Other Names

• Robert A Armstrong