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1609 West Main St, Russellville, AR 72801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-03-25 |
| TX | RA | APPROVED_RES | 2019-07-30 |
| KS | RA | APPROVED | 2019-01-31 |
| OK | RA | APPROVED | 2015-12-01 |
Branch Locations
2522 E. 71St St, Tulsa, OK 74136 • United States
1609 West Main St., Russellville, AR 72801 • UNITED STATES
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dba Ward Financial Services, Llc | Tulsa | OK | 12/2004 | Present |
| Ward & Fowler, Llc | Tulsa | OK | 09/2000 | 12/2020 |
| Ward & Company, Pllc | Tulsa | OK | 01/1977 | Present |
| Tax Depot, Llc | Tulsa | OK | 11/2004 | Present |
| St. Bernard Financial Services, Inc. | Russellville | AR | 10/2015 | Present |
DBA WARD FINANCIAL SERVICES, LLC; INVESTMENT RELATED; 2522 E 71ST STR, TULSA, OK 74136; INVESTMENTS, FINANCIAL & ESTATE PLANNING; OWNER; START 12/04/2000; APPROX 80 HRS/MTH; APPROX 80 HRS/MTH DURING SECURITIES TRADING; APPOINTED WITH VARIOUS LIFE, ACCIDENT & HEALTH INSURANCE COMPANIES. WARD & COMPANY,PLLC; NON-INVESTMENT; 2522 E. 71ST STR, TULSA,OK 74136; CPA FIRM; OWNER; START 01/1977; APPROX 230 HRS/MTH; APPROX 175 HRS/MTH DURING SECURITIES TRADING; ACCOUNTING & CONSULTING. TAX DEPOT, LLC; NON-INVESTMENT; 2522 E. 71ST ST., TULSA, OK 74136; TAX PREPARATION; OWNER; START DATE 11/15/2004; APPROX 1 HRS/MTH; APPROX 1 HRS/MTH DURING SECURITIES TRADING; ADMINISTRATIVE DUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-28 |
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