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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| OK | RA | APPROVED | 2023-11-02 |
Branch Locations
709 Sw 119Th Street, Oklahoma City, OK 73170 • United States
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Staton Financial Group | Oklahoma City | OK | 07/2004 | Present |
| Virtue Capital Management, Llc | Nashville | TN | 12/2014 | 10/2023 |
| Coppell Advisory Solutions | Coppell | TX | 10/2023 | Present |
(1) STATON FINANCIAL GROUP, Title: PRESIDENT, Description: SELLING LIFE, LTC, FIXED ANNUITIES , Start Date: 05-01-2004, Address: OKLAHOMA, Investment-related? NO, Hours per month: 80, During trading hours: 4 (2) OKLAHOMA SIGNATURE PROPERTIES LLC REAL ESTATE , Title: MANAGER , Description: RESIDENTIAL RENTALS, Start Date: 02-01-2008, Address: OKLAHOMA, Investment-related? NO, Hours per month: 1, During trading hours: 0 (3) SACK FINANCIAL HOLDINGS, LLC , Title: MANAGER, Description: OWNS OFFICE BUILDING , Start Date: 06-01-2017, Address: OKLAHOMA, Investment-related? NO, Hours per month: 1, During trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-18 |
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