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Christi Suzanne Powell

Perissos Private Wealth Management

Bethany, OK

Edmond, OK

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Current Employers
Perissos Private Wealth Management

4107 N Council Rd Building A2, Bethany, OK 73008 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2023-12-15
TX RA APPROVED 2023-12-15
  • OK RA
    APPROVED
    Since 2023-12-15
  • TX RA
    APPROVED
    Since 2023-12-15

Branch Locations

4107 N Council Rd Building A2, Bethany, OK 73008 • United States

Edmond, OK • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Falcon Financial Of Oklahoma, Llc Edmond OK 06/2007 12/2023
Perissos Private Wealth Management Bethany OK 12/2023 Present
Previous Registrations
  • 2007-07-26 → 2024-03-18
    Falcon Financial Of Oklahoma, Llc
    Edmond, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-17
  • S65 Uniform Investment Adviser Law Examination
    2007-07-17
Designations

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Bethany, OK
EDWARD JONES · BETHANY, OK
MCGUIRE CAPITAL ADVISORS, INC. · BETHANY, OK
PFS INVESTMENTS INC. · WARR ACRES, OK
PFS INVESTMENTS INC. · WARR ACRES, OK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OKLAHOMA CITY, OK
CETERA INVESTMENT ADVISERS LLC · WARR ACRES, OK
CC INVESTMENT ADVISORS, INC. · OKLAHOMA CITY, OK

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