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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2019-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Financial Network | Oklahoma City | OK | 07/2007 | 11/2018 |
| Royal Alliance Associates, Inc. | Oklahoma City | OK | 11/2018 | 04/2019 |
| Ifp Securities, Llc | Edmond | OK | 05/2019 | Present |
| Independent Financial Partners | Edmond | OK | 05/2019 | Present |
(1) Lifemore Financial Group - DBA - Investment related - 869 E 33rd St Edmond, OK 73013 - Insurance sales, Life, Disability, LTC - Owner - Aug. 31, 2007 - 100hr/month;100hrs during trading hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-31 |
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